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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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Central Bank Gamble Won't Pay Off

Although the Central Bank of Turkey has indicated its rate hiking cycle has come to an end, it has not done enough to restore confidence in its monetary policy and stabilise the lira. With under...

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Global Commodities Strategy

The Q313 rally in industrial metal prices has limited room to run and we think the time to re-enter a bearish industrial metals view in our strategy table is approaching. This is underpinned by our...

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Political Risks To Banking Sector

While the recovery in economic activity we have been calling for in H213 is becoming increasingly visible, we maintain our neutral outlook towards Poland's banking sector. The deterioration in Poland...

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Markets To Test Central Bank Resolve

As we expected (see 'Europe FX & Fixed Income Strategy', August 19), the Central Bank of the Republic of Turkey (CBRT) hiked the upper bound of its interest rate corridor by 50 basis points on...

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