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 round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers and the Consumer Discretionary sector ahead o the Christmas seaso
Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shar
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 European STOXX 600 Food & Beverage sector and some key shares. We discuss