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Weekly Talking Points - US inflation data 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 the Lyxor MSCI World Financial Total Return UCITS ETF (FINW). Will one more hike from the Fed and then a prolonged pause be taken well by the global financial sector? Our Review section looks at the US employment report and the decision facing the Fed - with one of their preferred yield curves (near-term forward spread) flashing more recession warnings. 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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