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Friday, January 24, 2020

The Big Conversation: When’s a Bubble not a Bubble?


Using Refinitiv's best-in-class data, Roger Hirst examines the lack of emotional attachment suggesting that equities could still be some way short of a euphoric top. 

The market chatter sees a buying opportunity for the British Pound in the recent weak UK data, which largely pre-dates the election. And the whisper looks at a couple of market hedges that try to keep down the carry costs that are killing us.

- Source, Real Vision