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Cross Asset Monthly

The "CAM" provides up-to-date asset information on commodities, currencies, government bonds/rates, emerging markets, credit, equity and financial institutions, in addition to reviewing our Cross Asset Model Portfolio.

Cross Asset Monthly

Room for QE3—A Portfolio View

Overall, the market is anticipating continued strong U.S. data, which sets up room for disappointment. Our base case expectation is that QE3 is still a possibility, albeit with political constraints, on the back of looming downside risks.[...]

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