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Weekly Talking Points - Inflation week...

Our round-up of what to expect in the coming week and the key events of last week.


Our regular Spotlight feature looks at the major rally in bonds over the last few months of 2023. We expect the bond bus to back up a touch in H1 2024 as central banks take their time in cutting rates, and look at the US 10-yr. note yield and 2-yr. note yield charts. Our Review section looks at the US unemployment report and the Eurozone flash inflation readings. To read more please subscribe.


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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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