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Word on the Street
Word on the Street

Word on the Street

Trade deals, TWD, regime shifts, and debt costs.

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AlphaPicks
May 11, 2025
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Word on the Street
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There’s no shortage of market noise, but some voices cut through. In our Word on the Street series, we sift through the best of what banks, managers, and strategists are saying and add our take to give you a sharper picture of the macro landscape.

This weekend, we look at:

  • ING Sceptical of US/UK Trade Deal Implications

  • Citi Weigh in on TWD Situation

  • BofA Sees the 2020s as a Regime Shift

  • Deutsche Bank Warns That Fading Dollar Privilege Could Sharply Raise U.S. Debt Costs

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ING Sceptical of US/UK Trade Deal Implications

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