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US 10Y (USGG10YR INDEX)
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US Generic Govt 10 Yr
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bullish
•
JPY
•
12 Oct 2021 14:36
JPY Crosses Continue to Trend
JPY weakness continues to come through as reflationary trends re-emerge while Japanese yields remain extremely low thus making the Yen the chosen...
Shyam Devani
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220 Views
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bullish
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Cross Asset Strategy
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27 Sep 2021 14:05
The Major Turn in Bonds
US Yields are on the rise again and this time we see indications that a significant trend is on the horizon that could take us beyond the highs in...
Shyam Devani
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194 Views
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bullish
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Macroeconomics
•
15 Sep 2021 01:46
TMI Snapshot: Supply Constraints & Chinese Coal Correlations Stand Out as Inflationary Drivers
Supply constraints appear to be a key driver of inflation expectations recently; we find that Chinese coal prices are strongly correlated with our...
Elan Gore
256 Views
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bullish
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Cross Asset Strategy
•
30 Aug 2021 10:22
Lower Real Yields with Higher Oil Supports Gold
The bullish reversal in Oil combined with lower nominal yields gives rise to trends that were seen in late July. Lower 'real' yields, higher Gold...
Shyam Devani
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169 Views
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bullish
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US 10Y
•
10 Aug 2021 16:10
Near Term Break on US Yields
The move through key levels on US 10 year yield should be respected in the near term. Steeper curves should support Banks and financials
Shyam Devani
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161 Views
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