A Short Primer on U.S. Government Shutdowns
At midnight on Friday April 28th, authorization to fund U.S. federal discretionary spending expires and a partial shutdown of the government will...
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U.S. Inflation Part 3: Inflation Expectations
Part 3 of our series of insights on U.S. inflation tackles inflation expectations and ties into Part 2 on the Phillips Curve. Expectations...
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Asian Dollar Bond Monitor: The Trump Card
Trump's rhetoric and rising political risk could increase market volatility which should sustain fund flow into bonds. We turn underweight on...
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Remaining Risk Hurdles and Where Longs Are Focused
Chartonics webcast Friday 21 April 2017Remaining risk hurdles and where longs are focusedTo view click on this link:...
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Trump Pivots, Tax Cuts, and Rate Hikes
Following Donald Trump's victory in November's presidential election, an expectation emerged that 2017 would see monetary policy handing the reins...
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