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Weekly Talking Points - Peak bond yields?

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at UK and US defense companies and ETF. We look at the Fed and BoE rate hikes, and various US yield curves. 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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