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Macro / Strategy Analysis / Equity
- China's Role in the Global Economy by SHSS
- December Inflation Review - Year-end inflation offers hope for 2018 by Vetiva Capital Management
- G20: Macro Wrap by Asianomics Group Ltd
- MSCI Pakistan: Alive! by Asianomics Group Ltd
- Going parabolic - IR&M risk management update by IR&M
- La lettre d'Eric Galiègue by Valquant
- Weekly Macro Brief: Growth and Inflation by RDQ Economics
- Weekly Market Wrap - 19 January 2018 by Vetiva Capital Management
- The MV Weekly Perspective - Week 03 2018 by Macro Vigilance
- Nigeria Strategy Report H1 2018 Excerpts - GDP : Juggling optimism on a tightrope by ARM Securities Limited
- ECB Meeting Preview - January 2018 by Market Securities
- Flash update 22 January 2018 by IR&M
- La hausse du ZEW redonne de l’espace au DAX by Richesflores Research
- Liquor ban: Press raises glass to President (Vol. 8, No. 3) by Verité Research
- Equities, Inflationary Expectations & Tax Reform Complicate Normalising US Financial Conditions by Desaque Macro Research
- Les marchés jouent la reflation avant l’heure by Richesflores Research
- Macro Quick Hit: Dollar, Deficits, and Tax Cuts by RDQ Economics
- Nigeria Strategy Report H1 2018 Excerpts- Inflation has peaked, but downside risks remain by ARM Securities Limited
- Trop confiante, la BCE ne parvient pas à contenir l’euro sous les 1,25 $ by Richesflores Research
- Real GDP rose 2.6% in Q4 as private domestic final demand surged by RDQ Economics
- Weekly Macro Brief: GDP, FOMC, Employment by RDQ Economics
- The MV Weekly Perspective - Week 04 2018 by Macro Vigilance
- Risque dollar, un enchevêtrement d’effets en cascade by Richesflores Research
- U.S. Inflation Outlook and Risks by RDQ Economics
- FOMC Meeting Preview - January 2018 by Market Securities