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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

Money for Nothing...

Macro/market performance hinges on monetary easing, reflected in a summer rally led by policy rhetoric. Yet we stay defensive—we do expect major central banks to ease, but on more dire straits in macro and financial conditions, given political constraints.[...]

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