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11th October 2023
Higher rates for longer, particularly in the UK: > 4% in 2028
Giorgio Vintani
11th October 2023
More pressure mounting on banks
Tom Baldacci
9th October 2023
Treasuries oversold again – bounce on PPI/CPI? And governments are the new big spenders, fanning inflation.
Giorgio Vintani
8th October 2023
Ready for risk-off with higher rates ?
Tom Baldacci
8th October 2023
Middle East conflict bringing a second inflationary wave?
Tom Baldacci
4th October 2023
Magnificent 7 cheap on a relative basis but very strong rates headwinds persist
Giorgio Vintani
27th September 2023
Growth vs Value is also a bet on the economy … no landing, soft landing, or hard landing?
Giorgio Vintani
26th September 2023
$/JPY and Yen Rates, Currency Intervention or BOJ abandoning negative rates?
Tom Baldacci
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