(BLOG) Macro Briefing

This week’s edition has some interesting charts on investor sentiment, the reflation trade, the Iranian Rial weakness, higher EM bond yields, share buybacks and more.

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(BLOG) Macro Briefing: April 30th

The (temporary) breach of the 3% level in 10-year rates, corporate earnings, the weakness in emerging markets, the recent bounce in the USD and the potential easing of geopolitical tensions are all driving the news flow. Here are some observations from last week: There is usually a pretty tight correlation between interest rates and stocks …

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