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Strategy: Oil, China And The Downside Risk To Growth

Published 09/30/2016, 09:42 AM
Updated 05/14/2017, 06:45 AM

OPEC supply cut is not a game changer.

Protectionism and geopolitics pose risks for global growth.

Core interest rates in Europe to stay depressed despite higher HICP inflation.

Europe's banking woes are not a EUR negative - expect EUR/USD to remain in a narrow 1.10-1.14 range.

We recommend a structurally underweight position in equities versus cash.

To read the entire report Please click on the pdf File Below

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