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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 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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