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Dog Money – Alberto Gallo
From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy –...
11 May 2021
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Central bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
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GLOBAL CREDIT BULLETS | Monday, 10th May 2021
Positioning for a more volatile 2H21.We expect volatility to rise over the coming months, potentially triggered by near-peak economic momentum,...
10 May 2021
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The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
5 May 2021
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GLOBAL CREDIT BULLETS | Monday, 3rd May 2021
Vaccine rollout – Europe accelerates as supply increases.Europe is catching up fast on vaccination speed since the start of Q2,...
3 May 2021
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Bond markets; don’t panic
With clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors...
29 April 2021
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GLOBAL CREDIT BULLETS | Monday, 26th April 2021
Central Banks – First hawks breaching the line.The first central banks are becoming hawkish, while others are lagging behind. It...
26 April 2021
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GLOBAL CREDIT BULLETS | Monday, 19th April 2021
Geopolitical Risk – Russia and China vs the US?China and Russia are escalating tensions, testing the new US administration. After...
19 April 2021
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GLOBAL CREDIT BULLETS | Monday, 12th April 2021
European Reopening – When can the EU catch up?With the UK starting first reopening steps today, the gap within Europe...
12 April 2021
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GLOBAL CREDIT BULLETS | Monday, 29th March 2021
US Infrastructure Bill.We believe the much-anticipated infrastructure spending plan in the US gives the Biden Administration an unprecedented opportunity to...
29 March 2021
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The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to...
24 March 2021
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