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Citi: End month model, With no overall........>

FOREX
MNI (London)
FOREX: Citi: End month model,
With no overall rotation signal between bonds and equities, country specific
themes within asset classes dominate the rebalancing signal in November. UK and
Euro area equities and CEE bonds receive the strongest inflow signals. The US is
also likely to see a rotation into bonds. Asian bonds and Latam equities may
also see rebalancing inflows. 
* The FX hedge rebalancing signals suggest selling of USD and buying of JPY and
GBP this month end
MNI London Bureau | +44 203-586-2231 | john.webb@marketnews.com
MNI London Bureau | +44 203-586-2231 | john.webb@marketnews.com

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