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There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global

Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F
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Steel prices are down, but the consumer pays a green premium

Steel prices have fallen, but green steel at a premiumSteel prices have been under pressure in Europe and the US. Yet a decline of EU
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LONG CARRY, SHORT TREND

Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
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Why the BoJ isn’t done raising rates

August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
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GS--Inflection in volumes on the horizon; eyes on the German market over H2

German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
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Macro & Strategy Flash

The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
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PM_EMASIA18Sep24

Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
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Central_Bank_Weekly__20th_September_202401

RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45
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Barclays_Americas Small Cap Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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FX Weekly--Like bulls in a China shop

Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been
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