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Macro Context™: 5 key themes to consider

Today, macro factors, both on the political and economic fronts, will play a decisive role on the future direction of asset prices.  From the political wrangling over the US Debt ceiling to timing and the speed of weaning the US…

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Central Bank View™ – FED Decision and Global Markets

The FED (US Federal Reserve) decision to keep monetary stimulus at the same level had been initially positive for the markets, especially emerging markets.  However, subsequent news that the decision was close and expectations that the stimulus might be reduced…

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