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Weekly Talking Points - Too early for a Santa rally?

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 FTSE 250 index which is perking up. Our Review section looks at the recent economic data and the Fed/BoE pausing as the BoJ called time on their yield curve control measure. We look at bond yields and the MSCI World Transportation index as well. To read more please subscribe.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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