We have a bumper 5 Exclusives this week. First up, we have former Goldman Sachs partner and political maven Bobby Vedral give his 5 reasons for why the Conservatives will gain a majority in today’s UK election [bullish UK assets]. Next, we have our flagship “Macro Hive 10 Grey Swans for 2020” predictions – some swans are reasonable, others are outlandish. This week, we featured US rates guru George Goncalves’ take on the Fed’s path [curve steepener]. We round out the newsletter with two pieces on emerging markets. Morgan Stanley’s Asia desk strategist, Mirza Baig, gives an excellent markets’ view on India [bullish India bonds]. Finally, Russia expert Tatiana Orlova provides an update on the recent Russia-Ukraine summit [bullish Russia/Ukraine assets].
Enjoy!
Bilal
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