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  • Writer's pictureEdward Ballsdon

Updated investment themes

Report updating exisiting macro investment themes, including:


  • Global bank equity indices and bank senior and sub credit indices, and how they react in rate cut cycles

  • Global real yield relative value

  • US-EUR Inflation breakeven spreads

  • French government bond relative value

  • Japan's ongoing currency debasement

  • Swedish forward interest rate curve trends

  • AUDCAD yield curve convergence


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