A Jumbo BoC Rate Cut and Trump Trade Should Manifest as a Canadian Yield Curve Twist

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Trump Trade Trumping Fed Easing to Bolster Housing

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Be Wary of Systematic Seasonal Adjustments

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Rent the Gilt Rally, Sterling Sell-Off

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The Fed is Too Restrictive as Manifest in Cheap Vol and Record Rate Cut Expectations

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Transports Up + Global Demand Down = The Treasury Curve Can Tactically Twist

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The End of September’s Job Cuts Reprieve Flashes Red for Income Expectations

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Technicals and Fundamentals Clash in Jobless Claims and CPI

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Don’t Dispense with the Macro Indicator Otherwise Known as “Beer”

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The Market Narrative Will Capitalize on Election Uncertainty

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