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Weekly Talking Points - US jobs in focus

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the UK RR continues to rally, more of the same ahead? Our Review section looks at the RBNZ hawkish pause, soft Eurozone inflation readings, the US consumer holding up while inflation readings fall, Fed officials trying to hold onto the 'higher for longer' talk while gold setting new USD highs and bond markets with tumbling yields lean hard towards softer rates ahead. 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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