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Weekly Talking Points - US Election (finally)

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at four scenarios for the US election and potential investment implications. We also review a puzzling week that saw US stocks fall, and US government bond yields rise. 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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