This is a trading diary containing my views on international financial markets and economic news. I focus on the relationships between bond, currency, commodity and equity markets across countries. All ideas and opinions expressed here are shared for educational purposes. THESE ARE NOT RECOMMENDATIONS!
I have mentioned a couple of times my belief that the U.K. and commonwealth currencies will underperform the dollar. This article demonstrates that the U.K's bond market (gilts) is beginning to anticipate rate cuts.
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