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Weekly Talking Points - US government shutdown avoided

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 US banks which on balance should benefit if the yield curve continues to steepen. Our Review section looks at the recent economic data, higher bond yields and the tumble in gold prices. 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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