We have three special reports. The first has veteran macro strategist John Tierney discussing policy rates – he argues that trouble comes when countries enter deflation with negative policy rates. The second is on Turkey’s turn towards heterodox policy. Thanos Papasavvas, who previously spent twenty years in asset management, writes that the country is undoing the good work of the past year. In the third, we have FX expert Henrik Gullberg describe how the dollar will fare if the US yield curve steepens…
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