RESEARCH CONTENT
This time is different: the importance of government deficits vs poor private sector debt growth
Recent economic data “surprises”
Inflation “under control”, but extremely complex
Macro “Known Knowns”
Money markets and Central Bank rate expectations – ZIRP vs “High” Yielders
10-year yields testing key supports
Yield curve trends
Cross market interest rate spread trends and outlook
Foreign exchange: ranges vs breakouts
Equity and Oil sentiment
Investment Themes and Ideas
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