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Weekly Talking Points - Holiday travel and a World Cup boost?

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the European Travel & Leisure sector. The strong US employment report, rising US yields and the coupon curve inversion along with Tesla share split plans are reviewed. To read more please subscribe.


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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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