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The Shift from Exceptionalism to Expansionism: A Contrarian’s Dream for a Strong US Dollar
The United States has long been regarded as the global economic and political leader, with a strong dollar that has… READ MORE
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The January BCOM Rebalance: A Comprehensive Analysis of Material Flows
The month of January is a crucial time for investors and traders alike, as the Bloomberg Commodity Index (BCOM) undergoes… READ MORE
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USDJPY Gamma Repricing: A Muted Response to Key Events
The USDJPY currency pair has been in the spotlight recently, particularly after Thursday’s overnight volatility. However, despite the break-even point… READ MORE
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The Shanghai Composite’s Remarkable Melt-Up Continues to Surprise
The Shanghai Composite has been on a tear lately, extending its melt-up trend. Despite the latest China bull run being… READ MORE
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Rethinking the Hemisphere: A New Vision for Venezuela and Beyond
As the world grapples with the complexities of global politics, a new vision for the Americas is emerging. Bloomberg’s recent… READ MORE
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