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Weekly Talking Points - Summer trading ending, vol to rise?

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 VIX index, which tracks option volatility in the S&P 500 and is often used as a proxy for 'fear' in the stock market. Our Review section looks at Fed policy, r* thoughts, BRICS and the Mexican stock market. 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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