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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 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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