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Some Thoughts On Australia And New Zealand
We are positive on the kiwi but believe it will underperform the AUD. First, the AUD/NZD is cheap on a real effective exchange rate basis. Meanwhile, a more pronounced downturn in Aussie house prices has allowed some cleansing of sorts, bringing them…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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