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Weekly Talking Points - Bring on Q2...

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at global clean energy again. We discuss the implications of the US 10-yr. note yield reaching 2.5% to our asset allocation view. To read more please subscribe.


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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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