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Weekly Talking Points - US default risk? Well....

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 retail sales, where we don't think the consumer will roll over for long. We discuss recent economic data in our review section, and take a look at consumer staples. To read more please subscribe.


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Focus - Currency Matters April 2024

The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain

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