Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers and the Consumer Discretionary sector ahead o the Christmas season. We discuss looming rate decisions from major central banks, and US employment data for November that points to the economy still being strong. To read more please subscribe.
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See AllIn our latest Currency Matters publication we updated our FX forecasts as our 3-month targets were met in the major FX rates - hurrah!...
Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look at US CPI...
Our investment monthly for March 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
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