In this edition we highlight:
- Five themes for quarter three – ECB and Fed policy, an analysis of the Fed’s composition, key political events on the horizon, and what it all means for currency markets.
- A landscape of Emerging Market countries that has to be navigated carefully, with an eye toward strong economic fundamentals and low political risks.
- Masashi Murata also offers an overview of Emerging Market countries.
- Currency Forecasts and an analysis of productivity and wage growth.
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