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Weekly Talking Points - Lull before the storm

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at global and UK equity dividend ETF's. While higher bond yields are putting stock dividend ideas in the shade, historically speaking, dividend paying shares have a part to play in a balanced portfolio. Our Review section looks at recent economic data which shows inflation coming under control in headline US CPI and PPI. US actor/writer strikes will give Fed economists plenty to mull over as well. 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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