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1. 1▶At Any Rate - Global FX: Debate Corner 2.0At Any Rate30:09Notes
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2. 2▶US Rates: Treasury Buyback ExpansionAt Any Rate27:40Notes
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3. 3▶EM Fixed Income: Summer of carry, but getting crowded?At Any Rate22:34Notes
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4. 4▶Global FX: Debate CornerAt Any Rate31:13Notes
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5. 5▶Global Rates: A Mixed Bag of Inflation Market ViewsAt Any Rate22:31Notes
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6. 6▶US Rates – A pop in short-term credit supplyAt Any Rate7:44Notes
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7. 7▶Global Commodities: Miraculous recoveryAt Any Rate7:50Notes
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8. 8▶Global FX: Payrolls a setback to USD; still constructive on carry post-JPY interventionAt Any Rate18:06Notes
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9. 9▶EM Fixed Income: Carry on, notwithstanding core market shiftsAt Any Rate20:05Notes
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10. 10▶US Rates: See you next (fiscal) yearAt Any Rate16:59Notes
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11. 11▶Global Commodities: From chokepoints to checkbooksAt Any Rate9:59Notes
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12. 12▶US Rates - “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate marketsAt Any Rate4:53Notes
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13. 13▶Global FX: Dollar down after FOMC, MoF interventionAt Any Rate25:28Notes
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