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Weekly Talking Points - US Thanksgiving - difficult in 2020

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 Russell 2000 relative to the NASDAQ 100 as a guide to the potential 'great rotation'. News of a potential unsecured $1.6 bn 8% coupon 2026 maturity corporate bond is discussed as investors continue to search for yield in uncertain waters. 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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