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Beware the second wave...inflation moves in mysterious ways and sometimes you get that "unplanned" second wave.
Source: TS Lombard, TME
"The measure of intelligence is the ability to change" -Albert Einstein
Source: Yasin Arafeh
While G7 claims can offer short-term tactical opportunities, soaring G7 debt levels at the the of high yields mean that the long-term risk-reward remains unattractive.
Source chart: Bloomberg
Over the next several weeks, governments from the US, UK and the eurozone will start flooding the market with bonds at a clip rarely seen before
Saddled with the kind of bloated deficits that were once unthinkable, these countries — along with Japan — will sell a net $2.1 trillion of new bonds to finance their 2024 spending plans, a 7% increase from last year, according to estimates from Bloomberg Intelligence.
Total return bond analysis update
Source: Althea Spinozzi, Saxo, Bloomberg
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