Understanding the Bond Sell-off

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Inside the Bond Market: A Primer with Some Prospects

 

This report examines the background to the bond market. It explains the reasons why we have been bearish of duration (longer dated bond tenors) throughout this year, despite what has often been a backdrop of recovering Global Liquidity. We remain worried by the extremely depressed term premia component of bond yields.

 

 

See our latest published research, Global View - Inside the Bond Market: A Primer with Some Prospects – 2nd October 2023

 

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