The End Of China Exceptionalism
And The Start Of American Exceptionalism
Trade Update & Historical Performance
Recent and historical performance of SOM trades
ECB | Constâncio | MS Wilson | BoE
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens
Key Developments & Chart of the week
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WEEKLY POLITICAL COMPASS
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Key Developments & Chart of the week
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WEEKLY POLITICAL COMPASS
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MACRO: Policy responses to Covid-19
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WEEKLY POLITICAL COMPASS
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Global Letter – Investment requirements for a 2C world
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