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Research Catch Up: April 2021

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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