Macro Strategy - Post-Trump’s Decisive Victory
Trump's core objective to drive the economy requires an initial balanced approach to manage reflation risks and ensure sustainable rate cuts.
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BRIDS Monthly Update Economic & Fixed Income Research October 2024
Monitoring the recent upswing in the US market while awaiting the election results and decisions from the Fed The recent surge in the U.S. Dollar...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 28 , 2024
The conflation of reflation risk and the depreciation of key DXY basket currencies has sparked market volatility, necessitating caution.
294 Views
Macro Strategy: Welcoming the New Government
The new president's inaugural speech emphasized commitment to unity and leadership, economic self-sufficiency and equality for all.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Oct 14 , 2024
China’s MoF press conference still lacked details and figures, but it did signal flexibility for more counter-cyclical measures on the fiscal side.
320 Views