Early Morning with Dave

Early Morning with Dave

A Rare Piece of Good U.K. Inflation News Provides Support to Beleaguered Global Bond Markets

Constructive U.K. inflation data spark a global bond rally

David Rosenberg's avatar
David Rosenberg
Jan 15, 2025
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Highlights

• Constructive U.K. inflation data spark a global bond rally

• Troubles are brewing in private credit

• Uncertainties over Trump's policies drive the term premium higher

• Deceleration in global liquidity set to weigh on risk assets

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