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This Week: Taking on risk, early rate cuts, and a second wave for US treasury yields

Charles-Henry Monchau, chief investment officer at Syz Group, discusses how traders could have a busy week for December standards as they wrap up the year. He also unpacks how some desks may have revised their appetite for risk assets for the New Year; when he expects central banks to kick off rate cuts; how he’d look to capitalize on a weakening dollar in 2024, and he talks through his less conventional views on where treasury yields will be in 12 months.

18.12.2023


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