Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Forward Guidance
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The Role of Machines in Emerging Markets
A rising dollar is a threat to emerging markets, says Hugh Johnson. But the relationship isn't set in stone and regimes change, he adds. QI's PCA process has created a macro-oriented fair value for MSCF at 1,258.
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