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Where’s the Bund?

Prior to the eurozone crisis, Treasuries typically took their cue from domestic factors such as the U.S. economic andinflation outlook … Read more

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“Deflate-Gate”

Deflate-Gate One of the primary concerns during the first six weeks of the year was that negative developments abroad would … Read more

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Crash-Testing Abenomics

We remain convinced that Japanese risk assets—equities and real estate—are on track for a multi-year bull market. Our conviction is … Read more