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Rate Cut To Undermine Yuan

The People's Bank of China's (PBoC) decision to lower interest rates further on October 23 will do little to support economic growth and will further undermine confidence in the yuan, which we expect...

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Ferrovial: Risks To Mount Post 2016

Ferrovial will continue to enjoy growth across its various sectors over 2016, as our views for strong performances in Poland, the UK and Spain continue to play out over 2015. Rising risks to longer-...

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Chinese Steel Exports to Peak in 2016

Strong Chinese steel exports will continue to pressure down global steel prices over the coming quarters. Beyond 2016, Chinese exports will peak due to higher import tax duties imposed on Chinese...

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Global Macro Themes - Q4 2015

The key global macroeconomic themes for 2015 that we outlined at the outset of the year are playing out for the most part. The deteriorating global economic environment has underpinned our 2015...

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