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 cheap yen and the TOPIX. Will USD/YEN 'mean revert' and offer foreign investors in the TOPIX some upside? The ECB, BoJ and Bank of Canada meet this week. In our review section we look at UK inflation and retail sales, political shenanigans and higher US TIPS yields and Italian bond yields as well. To read more please subscribe.
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See AllOur investment monthly for February 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we focus on the...
Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we focus on the...
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