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Weekly Talking Points - Searching for stability

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at rising US bond yields. The weekly review section looks at the RBA, Fed and BoE rate hikes, along with rising Italian bond yields vs. German bund yields. 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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