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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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Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the

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