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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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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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