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Weekly Talking Points - US employment report key this week

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 S&P 500 sector returns, with plenty of room to recover ground back to the all-time highs in some key sectors. Our Review section looks at recent Eurozone inflation data, the Turkish Lira and the chance of China devaluing their currency. 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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