Monthly Summary:
- The dominant theme remains reflation and inflation with broad consequences
- Persistent positive equity and bond price correlation has wide ranging implications
- With growth and inflation accelerating we sell short Sterling, Bunds and Treasuries
- We might be early but we are dipping our toe into the short Dollar trade
- With the Fed focused on social objective expect more macro prudential policy steps
- Following our Virtual Roadshow we share our clients thoughts and feedback
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