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FICC Strategy Report

Split Decision

公開日

We put the odds of a Fed rate hike this year at slightly better than 50/50. But in the event of a rate hike, any sell-off in risk assets will be relatively short-lived and not as severe as the sell-off that followed the initial rate increase last December.

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One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.

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