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Weekly Talking Points - US data, BoJ worth watching this week

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopolitical risk which rattled markets and sentiment, US retail sales which came in strong and UK CPI which remains a bit too high for the BoE to cut rates in a hurry. 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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