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Weekly Talking Points - Energy markets catching up

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the recent relative outperformance by the US S&P 500 energy sector compared to the communications sector as another example of the potential 'great rotation'. To read more please subscribe.

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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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