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Weekly Talking Points - Mixed Investor Sentiment

Our round-up of what to expect in the coming week and the key events of last week. Our regular spotlight is on the Dow-Jones to gold ratio, an old-school sentiment index.

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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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