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Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate distress and...
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in US yields a la 2013’s ‘taper tantrum’, it is...
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
European cities are on the road to recovery, as the improving health situation and gradual lifting of restrictions provide the foundation for a...
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually synchronised across assets....
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked fears of a shift to a high inflation...
Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need for medium-term...
While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of staying power in 2021. In the wake of...
After attacks on Palma in northern Mozambique in which dozens of civilians, including a South African and a Briton, lost their lives, Total pulled...
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the tracker’s six categories. The recovery maintained...
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