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Weekly Talking Points - Time to put in a reef or ?

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 clean energy sector. Using the iShares Global Clean Energy ETF as a proxy for the sector, and price declines over the last few years underlines the risk of thinking that media headlines on global warming and the move to clean energy may not match share price reality. Our Review section looks at economic data from the Eurozone and US which may keep the ECB thinking of further rate hikes, and the Fed thinking of pausing. The BoE's Chief Economist gave mixed signals at a recent speech, but money market rates show reduced hike expectations. 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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