Our round-up of what to expect in the coming week and the key events of last week. We discuss the upcoming US CPI release and what this may mean for the Fed. We also look at the ECB, RBA, BoC and SNB meetings and UK GDP. Our weekly Spotlight focuses on the upcoming ECB meeting and the Eurozone banking sector. Our Review section looks at the US employment report for November and other data, along with our view that the spread between the French and German 10-yr. bond yields may narrow over time. To read more please subscribe.
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See AllOur investment monthly for March 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
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 the...
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 discuss the...
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