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We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost year-long rally in GBP looks increasingly...
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further out. But on balance...
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected. While we still think that talk...
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass 3% y/y for the first time since 2011. But...
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