Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
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Real-time insight of emerging markets in CEMEA, Asia and LatAm region
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Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
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- Concurring with Goldman Sachs opinion posted earlier, TD does not "think the report is weak enough for Fed officials to back away from their "this year" tapering signal, especially given the continued strength in wages, but we believe it increases the probability of a formal announcement coming at the Dec rather than the Nov meeting."
- We remain neutral on duration in the near-term, but expect 10s to rise to 1.75% by year-end. This is based on the assumption that the US economy weathers the delta surge, Congress delivers more fiscal spending, and the Fed tapers QE.