Edward BallsdonAug 41 min readUpdate on FI and FX market themesRESEARCH CONTENTPost the significant market turmoil, this note highlights thoughts regarding Fixed Income: Valuation and trends for duration, curves, and cross market uie;ld spreadsFX: Comment on USD YEN and CAD
RESEARCH CONTENTPost the significant market turmoil, this note highlights thoughts regarding Fixed Income: Valuation and trends for duration, curves, and cross market uie;ld spreadsFX: Comment on USD YEN and CAD
Market ObservationsResearch content: There is surely a huge gulf between the market’s expectations for the future, derived from recent political policies...
Fiscal maths behind Trump's policiesA projection of the US's Government Deficit and Debt should there be a repeat of the policies enacted by Trump in his first term (which...
Clash of TitansBrief note post US election highlighting how global fiscal profligacy would eventually impact asset prices. Research that demonstrates...
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