We launch our Yield Curve watch series with an editorial of the prospects for the curve. Is steepening on the cards? And is bull- or bear steepening most likely from here? Here is the data!
5 things we watch: Downgrades, Cyclicals, Oil, JGBs and GDP/GDI
The US credit rating downgrade is making the rounds, but is it even relevant? We take a look at the empirical data alongside updates on the five things we watch currently in global macro.
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