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There is absolutely no fear in debt markets |
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00:01 -
15/05/24 |
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IMF:
As the
largest emerging economies play an increasingly influential
role in the world, they have become even larger participants
in global value chains—both as producers and consumers. |
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The largest outperformance of corporate vs government debt
in the last century is playing out before our eyes. |
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Hedge Funds cut bearish bets on the Japanese Yen by the most
since March 2020 |
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Shipping volume through the Panama Canal was down about 30%
in the first four months of 2024 compared to last year due
to drought-related restrictions.
Restrictions may ease later in May/June |
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