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Weekly Talking Points - Lots of data to wade through...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section looks at the UK Chancellor's Autumn Budget, and why the markets shrugged. We also look at crypto news as another exchange founder is fined and steps down. 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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