CITI: Month-End Asset Rebalancing: November 2017 Estimate: FXWW

From the FXWW Chatroom: With no overall rotation signal between bonds and equities, country specific themes within asset classes dominate the rebalancing signal in November.
· UK and Euro area equities and CEE bonds receive the strongest inflow signals. The US is also likely to see a rotation into bonds. Asian bonds and Latam equities may also see rebalancing inflows.
· The FX hedge rebalancing signals suggest selling of USD and buying of JPY and GBP this month end. Please open the attached file to read the full article.

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