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Weekly Talking Points - Phillips curve rises from the dead...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the Phillips curve and central banks raising rates in order to increase the unemployment rate in a bid to lower inflation. The weekly review section looks at the Bank of England rate hike and the visit to Taiwan by Speaker Pelosi. 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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