Lack of US market & macro volatility both reassuring and troubling

Note that I will be speaking on the currency panel at the 5th Global Independent Research Conference on 3rd February in London (1 Wimpole Street). Independent research providers will be debating their views on a range of investment topics through panel discussions. This conference is for the buy-side community including Portfolio Managers, Chief Investment Officers, Fund Managers, Strategists, Analysts and Chief Economists. For more information please visit



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