Catégories pour Recherche et analyse

GMTS: Final election thoughts

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In the weeks leading up to this I have tried to put forth some strong conviction ideas that limit downside […]

In the eye of the storm

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We are finally into the most eventful week of the fourth quarter, with elections, payrolls, FOMC, and the refunding announcement […]

RBA Preview: Further easing is coming

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We now expect a “cut+” scenario for Tuesday’s RBA meeting which includes an open-ended APP of government and semi-government bonds […]