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Weekly Talking Points - Turkey day and Black Friday...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US Consumer Staples and some 'guilty pleasure' shares. We also look at recent economic data, and how Turkey's unorthodox approach to dealing with 80%+ inflation is seeing the stock market in USD terms perk up, with USD bond yields dipping a touch. 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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