Research content:
There is surely a huge gulf between the market’s expectations for the future, derived from recent political policies and promises, and the likely outcomes given existing fiscal situations.
A discusion about the future of inflation given that the engines of disinflation risk having sand put in their gears.
How some Central Banks could be less dovish than others and the impact on private sector credit growth
Opportunities in the inflation market
A look across Simple Real Yields (SRY) highlights that something is very amiss in the swap curve of one country, giving rise to relative value ideas
And finally, 3 charts (fx, commodity, equity) to keep an eye on that were highlighted in recent research
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