GMG Research

GMG Research

Quick update

Keep an eye out for our 2025 THEMES Report this week.

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GMG Research
Dec 30, 2024
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Dollar is rallying hard, (USDJPY > 158)

Yields are rallying, (10yr yield at 4.63%)

Equal weight S&P just hit 2009 GFC lows. This will continue.

Inflation will stick around.

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