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Research Catch Up: August 2021

  • We started the month, with a video outlining our big picture economic and market views
  • As central banks move to normalize policy watch EURGBP and Eurodollars
  • The idea that QE and rates are fungible is wrong. Tapering will end in tears again
  • We aren’t short risk. But we worry about flagging broad momentum in US equity markets
  • Biden has a plan. But US-Chinese relations continue to deteriorate with real consequences 
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