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Friday, 11 September 2026

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September ECB Cheat Sheet: Pick Your Poison

The ECB must decide which risk is the lesser evil: overtightening (and potentially upsetting European bonds) or underestimating inflation. A 25bp hike is widely expected on Thursday, and we think the Bank may strike a m…

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A Record US-China Yield Gap?

China is turning seeds into a strategic frontier — balancing domestic food security needs with global ambitions in agricultural supply chains, biotech dominance and the geopolitics of food production. Researcher Genevie…

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