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Posts tagged ‘Fed’

Short and Sharp: Markets finally catching up with the Eurozone’s strength



Something’s up in Europe. And if the situation continues, more things may be up in a year’s time. Growth is up; 2017 probably saw the strongest pace of economic expansion in the euro area since 2011. Despite this, the consensus view has been that the European Central Bank (ECB) will continue…

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Short and Sharp: Central banks are not a risk… until they have to be



As we approach year-end, investor thoughts inevitably turn to the risks for next year. Our own internal discussions have identified the following risks: central bank tightening, tight valuations, and politics. While the third is certain to continue festering across many parts of the world, the last…

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