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November 30, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. China PMI: The official PMIs...

May 29, 2018

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across countries I found an interesting yet intuitive correlation.  Based on my analysis there is a discernible link between the quality of a co...

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