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Weekly Talking Points - Peak inflation? Now what?

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at UK REITs as a lot of the froth has come off the warehouse/logistics companies. The weekly review section looks at softer than expected US inflation readings and a negative quarterly GDP number in the UK. 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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