A brief introduction: what it is, why I decided to launch it, and who it's for
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This week: Global Equity Technicals, Treasuries, Stock/Bond Ratio, Value vs Growth, Frontier Markets, EM Government bonds, Equity sentiment, US Fund…
This week: Global Growth Grumblings, Commodities & Inflation Outlook, Credit (spreads) Check, Cash Allocations, Cyclicals vs Defensives, Consumer…
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Review of markets and succinct guide to risk vs return outlook across asset classes
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This week: Global Policy Pulse, Emerging Market Equities, EM Bonds, US Treasuries, Equity Sentiment, Industrial Metals rebound, Inflation expectations.
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This week: Global Property Prices, Defensive Value stocks, Gold price outlook, Gold Miners, Silver, Sovereign Bond Yields, US Equity (de)Leverage…
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This week: China Macro, European equities, EURUSD, UK Equities, EM ex-Asia, Frontier Markets, EMFX, Commodities, Corporate Bonds.
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This week: PMI Pulse/Recession Watch, Stocks vs Bonds, EMFX, US Equity Flows & Sentiment, Gold outlook, USD, Global Equity Sectors, EM equities.
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