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"Small declines in natural gas production can have an outsize effect on supply in the peak winter season"
"If US sanctions deny Hong Kong access to the US dollar, it could repeg to the Chinese Yuan. How would this impact dual listed equities?"
"If Japan is seen as a safe place to travel, then we may well see Yen strengthen."
"Demand for funds in China, without central bank monetisation, has led to a rise in interest rates, whereas the USA has seen rates fall."
"The last 20 years can be divided into two distinct halves, and each is the total opposite of the other."