United Kingdom Country Risk Views

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Scottish Referendum Primer

Although we still believe that the upcoming Scottish independence referendum in September will be rejected by the electorate, the Unionists may only win by a single digit lead. Such a small margin...

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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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