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Fixed Income

Canadian Employment Growth Picks Up, But Won’t Prevent BoC Easing…
The UK Economy Grows Again…
Do Interest Rates Influence The Performance Of Value Vs Growth…

In this report, we review our trade recommendations based on incoming data in the last month.

US Jobless Claims Surprise To The Upside…
The BoE Signals Possible Summer Cut…

An update to our views on UK rates and currency following today’s Bank of England meeting.

The Global Manufacturing Recovery Continues In April…
Watch The Stock-To-Bond Correlation…

Why the US could get a jobs recession without a GDP recession, as happened in 2001, and what it means for stocks and bonds. Plus, an update on the Joshi rule.