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Weekly Talking Points - US holiday shopping kicks off...

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 retailers as the market is rewarding some, and punishing others. Will this change if the US economy slows down further? Our Review section looks at the recent economic data as CPI readings fell in the US and UK. We also look at luxury shares and the falling oil price, with an OPEC meeting coming up. 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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