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December 16: The Week Ahead

BY TEMATICA
The Fed's monetary policy meeting, November Retail Sales, Nike and Micron earnings Read more →

Whither US Treasuries?

BY JON WEBB
US growth dynamics remain stronger than many expected. The Federal Reserve seem hell bent on cutting rates but are getting cold comfort from recent data releases, however they attempt to spin it. Recent “off-message” comments from Fed officials underline that risk. If we continue in this vein, expect US rates to ratchet higher and bonds to remain vulnerable. Read more →

NDR Dynamic Allocation Strategy April 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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