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Weekly Talking Points - Stability sought in UK

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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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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