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  • Writer's pictureEdward Ballsdon

March Research Review

Updated: Apr 22

RESEARCH CONTENT


Comprehensive monthly review covering the following topics:


Macro

  - Private Sector Debt Dynamics: a headwind for future growth

  - Inflation: Rental Markets, Australia

  - The Unemployment Cycle

  - The Business Cycle


Markets

  - Fixed Income:   Unlikely money market expectations

  Real Yield relative value

  Not all bond yields between a rock and a hard place

  AUD/CAD Yield Curve anomalies and Box compression

  OAT repricing

- FX:     Yen & CHF

  GBP & AUD (and SNACS) 

 

Japan

- Debt dynamics

- Inflation trends

- Poor policy options


Gold


Risks

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