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Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?

The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
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Global Rates Trader Policy Path Dependent

While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
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Authorities Reach Agreement on External Debt Restructuring with Bondholders

Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
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Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments

(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
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Global Views: Why Wait?

1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
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The Buffalo Is Back

While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.
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Global Fund Manager Survey In Soft We Trust

BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July
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Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.
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Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
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Housing recovery continues, driven by low supply.

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together
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