Eurozone Risk Aversion Building as Italian Referendum Approaches
US yields firm back to recent highs as Yellen notes the inflationary risks that may arise from a big infrastructure spend with the economy near...
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Two Currency Themes to Unwind
If the recent surge in global yields is durable, and we think it is, there are two themes in currency markets that need to be further unwound. One...
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Where Does Trump's Rubber Hit the Road?
The markets are moving well before the rubber hits the road on the Trump presidency. Trump will have perhaps the most power of any President in...
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America First
The USD and US yields have surged as Trump raises to the top of his agenda infrastructure spending with an “America First” policy. Trump made no...
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JPY Has Scope to Fall Further on Rising Global Inflation Indicators
The increased prospect of a Clinton victory in the USA election is allowing the market to start to look beyond the risk of policy and social...
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