Trading Trade Trouble

  • US has a framework to discourage trade manipulation; next report due in April
  • We sell CNY/KRW as Korean FX intervention likely to diminish
  • Tariff tit-for-tat retaliation good for BRL as soybean exports grab market share

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Politics

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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