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Research Briefing
Cross-Asset framework supports risk-on shift
Video
A surge in US corporate defaults looks unlikely
Research Briefing
Why a surge in US corporate defaults is unlikely
Video
Investor sentiment is excessively optimistic even for a soft-landing
Research Briefing
Quick Take – Turning constructive on US high-yield credit
Research Briefing
Equities Quick Take – Buoyant investors may be disappointed
Video
Can the banking system really rescue the Chinese property sector? | Beyond the Headlines
Video
Risky Assets are not yet out of the woods
Research Briefing
Key EM themes 2024 – Light beyond the high rates’ darkness
Research Briefing
Asset Allocation Key Themes 2024 – Risky assets are not out of the woods
Research Briefing
Quick Take: Pricing of Fed cuts has gone too far
Video
Dollar bears will be disappointed in 2024
Research Briefing
A weaker dollar hinges on better global growth prospects
Video
Global Key Themes for 2024 | Beyond the Headlines
Video
The worst may be yet to come for interest-sensitive sectors
Video
Disinflation will force ECB to cut rates earlier than expected
Research Briefing
Quick Take – US correction to continue
Research Briefing
Australian asset prices and geopolitical tensions pose key downside risks
Video
An earlier ECB pivot presents yield curve opportunities
Research Briefing
Central banks on alert for any further curve bear steepening
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