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Focus - US sector review October 2022

We take another look at key S&P 500 sectors and the biggest shares within the sectors. The decline over the last month was led by the Utilities sector, with the Communications sector still down the most year-to-date. Energy and Health Care continue to hold up on a relative basis.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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