The latest in enterprise and strategic research are at your fingertips below, summarized in Gaussian's research monitor.
Strong dollar, weaker demand in emerging markets, shrinking repo balance sheets at U.S. institutions and excess capacity in China should force Fed tone down the rate hike rhetoric.
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Outflows continue with some shuffling. We are not out of the woods by any stretch of imagination; and it is too early to say the worst is over. EM investors will be compelled to trade stocks.
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