Abe Government Unlikely to Last Beyond This Summer
Poll results reported by various media this weekend showed that the approval rate for Prime Minister Abe is falling to new lows, raising a...
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USD Major Cycle Low in Sight
USD downside momentum and conviction has tapered off with the prospect of higher yields down the road but recent weakness has been more about USD...
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Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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Japan: Policy Implications from the Document-Tampering Scandal
After the landslide electoral victory in 2017, it looked certain that Prime Minister Abe would stay on for a few more years. A new development in a...
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S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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