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21 7月 2025
マルチアセット
Multi asset
Senior Economist
Market Perspectives: Making sense of US inflation data
Market Perspectives: Making sense of US inflation data
While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
17 7月 2025
マルチアセット
Asset Allocation update - July 2025
Asset Allocation update - July 2025
The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of
complacency.
15 7月 2025
Fixed Income - Emerging Market Debt
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – July 2025
In Credit Weekly Snapshot – July 2025
Our fixed income team provide their weekly snapshot of market events.
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