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Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after the […]
China Scenarios
Household spending will continue to lean toward services rather than goods Holiday travel has made a […]
Access will boost HUF and improve confidence, but the bulk of funding will remain on hold […]
Major loss of civilian life and a pending re-invasion of Gaza have radically altered the risk […]
Tensions between Hamas and Israeli forces spiral to their highest level in many decades, risking regional […]