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Weekly Talking Points - Subtle Change to Our Outlook

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 NASDAQ 100 relative to the S&P 500. The change in our recovery scenarios is examined as our Chief Economist, John Calverley, is more concerned about political instability and trade risk undermining equity returns. To read more please subscribe.

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Rate hike expectations are shifting swiftly across the major FX rates as US bank wobbles and fears spread. This is making FX rates jumpy, and further choppy trading looks likely in the near term. Our

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