Why US Rates Could Fall To 1%
‘New’ robust US term structure parameter (D-star) based on skew of term premia US Treasury 10-year yields could drop by another 100bp to 1% This...
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Charts That Matter
This webcast outlines pivotal chart points that can change the DM/EM spread and risk in Asia. Shanghai composite bull reversal off of the 2016 low...
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Cue the Fiscal and Inflation Fears
Was the recent big tax cut not enough? CNBC reported that President Trump is proposing further tax cuts before November.These actions prompted...
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Coming To The Boil - US Overheating Watch #2
As global financial markets hunker down and await tonight's February labour market report which has the potential to be a blockbuster of epic...
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Coming To The Boil - US Overheating Watch #1
By popular demand and, with key US macro-economic indicators seemingly setting 20-year, even 50-year, highs on a near daily basis, this new...
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