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Bund Selloff Has Further to Go

The spike in eurozone bond yield suggests a significant trend change is coming. As we argued on May 1, 'It is worth noting that real yields are on average now lower than they were prior to the 'taper...

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European Rate Expectations Moving Higher

Rising nominal yields have been broadly matched by rising rate expectations across Europe, most strikingly in the eurozone where a small but significant shift has taken place with regards to the...

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Algerian Economy Entering a Troublesome Time

The Algerian economy is entering a rough patch. We expect weaker growth in government spending, lower consumer and business confidence, and the managed depreciation of the Algerian dinar to weigh on...

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