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Reporting on key macro data at the time of release.
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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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EQUITIES; With expiry next Friday and the street awaiting on Brexit and US stimulus news.
Rolling positions into the March 2021 expiry, should start picking up.
- S&P 20%
- NQA: 14%
- DOW: 15%
- VGA: 9%
- DAX; 7%
- FTSE: 9%