Charts of the week: Fading the ‘Trump trade’

We see an opportunity to lock in attractive yields on US government bonds as markets price in a Trump presidency

Source: Polymarket, Kalshi, Predictit, Bloomberg, Standard Chartered; *Kalshi data starts from October

Editorial

The weekly macro balance sheet

Top client questions

Top client questions (cont’d)

Top client questions (cont’d)

Market performance summary*

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