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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
2 Feb 2026
Concerned about the Bund? What next?
27 Jan 2026
Look at Japanese bond yields rather than Trump. A Japanese ‘Liz Truss moment’?
20 Jan 2026
Iran: The ultimate market shock?
12 Jan 2026
Venezuela: where are we at and where are we heading?
7 Jan 2026
US economy and outlook for US equities
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