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bullish
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Macroeconomics
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10 May 2024 21:00
HEW: BoE Lunges Hopefully After ECB
Central bank decisions came as expected with cuts or cautious progress towards them, but the Bank of England's unexpected guidance disrupted...
Phil Rush
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62 Views
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bearish
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Macroeconomics
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10 May 2024 09:56
The Art and Science of Data Dependence
The latest data tug-of-war, though relatively murky and uneven, implies emerging hints of less forward momentum with patches of softness.
Thomas Lam
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127 Views
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bullish
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Macroeconomics
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08 May 2024 23:45
Policy Rate Reversal Warnings
Rate hikes are unlikely to resume unless forthcoming cuts prove premature. Cutting outside recessionary regimes has historically been prone to...
Phil Rush
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181 Views
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bullish
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TotalEnergies
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08 May 2024 15:00
TotalEnergies SE: Can They Capitalize On The LNG Market Opportunities in Asia & The US? - Major Drivers
TotalEnergies, in its Q1 2024, demonstrated firm progress in implementing its two-pillar strategy. First, oil and gas production, most notably in...
Baptista Research
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156 Views
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bullish
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Cross Asset Strategy
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08 May 2024 14:10
New Release: Fund Positioning Chart Pack
The latest trends in active equity fund positioning, from Indonesian activity among Asia Ex-Japan funds to sector dispersion among active US funds.
Steven Holden
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180 Views
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