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Today's Pick

The UK Economy Is Sick… Literally

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our Counterpoint strategists recommend a structural overweight in GBP/USD and UK gilts relative to US Treasuries, and a tactical short in China’s CSI 300. Our colleagues argue a sharp rise in long-term sickness and disability has tightened UK labor supply,…

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