Bonds Continue To Sell Off and Equity Markets Take Note With A Lag
Bond markets adjust to election odds and the path of rate cuts… equities are finally taking note
Highlights
• Bond markets adjust to election odds and the path of rate cuts… equities are finally taking note
• The BoC has little reason not to ease by -50 basis points tomorrow
• China’s economy is not out of the woods
• Brazil presents as an interesting investment case (multiple re-rating story)
Key Takeaways
Global Bond Yields Surge
• The biggest news over…
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