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The tide of inflation has turned. So have rates in bond markets. Now the question is whether central banks will valorize that market optimism on rates. Politics makes that question even more fraught than it needs to be, and it’s fair to expect that throughout the 10 months we all have to survive until to the US presidential elections.

QOSHE - Fed Fears Being Sucked Under a Trump Riptide - John Authers
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Fed Fears Being Sucked Under a Trump Riptide

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26.01.2024

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