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Weekly Talking Points - Focusing on the long-term view

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 Euro STOXX 50. In the review section we look at the forward PE ratios in the US, Eurozone and UK, and Bitcoin and Gold again. 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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