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Digest | 21 May 2025

  • Edward von der Schmidt
  • May 22
  • 3 min read

Equities languished as fickle demand for longer-dated US Treasuries invoked debt sustainability concerns with House budget legislation set to materially increase federal deficits. The dollar plumbed two week lows against the yen, bitcoin registered an all-time high, and oil retreated in the face of further output hikes. Signs of progress on US trade negotiations have been sparse. The Russia-Ukraine conflict appears entrenched. On Thursday, preliminary PMIs for May will shed light on service sector activity.

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