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Weekly Talking Points - You break it, you fix it...

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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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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