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Us Treasury BondsFinancial Times |
If inflation and debt rise and AI optimism falls, then the danger of reducing Treasury maturities grows
Investors are marking up their expectations for long-run economic growth in the US
Investors are marking up their expectations for long-run economic growth in the US
If being overweight America is not the default option, it will upset the country’s economic equilibrium
‘Swap’ trades by hedge funds have exploded recently
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