Bond Outlook [by bridport & cie, May 24th 2006]
The turbulence of the last fortnight continues, with perhaps a respite for the USD. Emerging markets and commodities remain very volatile, with declining liquidity. Our task in this Weekly is to step back from the heat of the market in an attempt to identify underlying trends. We shall list them below. However, let us first sketch the overall politico-economic situation as we perceive it. |
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Rebalancing the world economy has a political dimension also. |
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