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"Talk of the year ahead and the devil laughs." - Japanese Proverb
“Shallow men believe in luck. Strong men believe in cause and effect.” ― Ralph Waldo Emerson
Clues from Recent Asset Classes’ Behavior
Macro: A Deep Hit to Economic Outlook… Observing Key Data
Oil: After the Drama… Looking for an Inflection Point
MENA: A Look into the Sovereign Bonds Universe of Oil Exporters and Importers