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July 2018
Asia growth slowdown
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Home: 4 min read
Over time, DEFCON has seeped into the public lexicon where it’s been used to talk ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
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June 2018
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
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What are the five key drivers for Latin America FX in H2 2018?
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
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More than two years on from the Brexit referendum, the UK’s latest annual rate of ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
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Liability Driven Investment (LDI) has been one of the dominant trends in UK Defined Benefit ... [Read more]
April 2018
The Age of Peak LDI
From 2014 to the summer of 2017, rate spreads did a good job of explaining ... [Read more]
February 2018
Five reasons why US bond yields are no longer driving the US dollar
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January 2018
Into 2018 - Global volatility