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Weekly Talking Points - Sentiment, sentiment, sentiment...

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 US 2-yr. note yield again. Investors have flocked to short-end US government paper as bank wobbles hit sentiment. We expect this to reverse though and for yields to back up to 4.5% and 5% again. Our Review section looks at recent hits to investor sentiment and the big swings in short-term yields. 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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