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 US bank wobbles and the risk of this spreading. We don't expect things to get much worse, but the Fed may need to reassure markets. The ECB meets this week, a 50 bp hike seems priced in, see if they comment on their quantitative tightening and address investor concerns about bank holdings? Our Review section looks at the RBA decision to raise rates, the Bank of Canada and Bank of Japan holding steady, and Xi getting another 5-yr. term. We look at the idea that the FTSE 100 is undervalued because of UK pension investment changes over 20 years ago, and suggest that this is not the case. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the upcoming BoJ meeting and the TOPIX. Our Review section looks at geopoliti
The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE 100 - low valuations argue for investor attention, as does the attra
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