Fixating on Fixed-Income
Fiscal restraint across key economies will set the stage for lower bond yields
Highlights
Fiscal restraint across key economies will set the stage for lower bond yields
Revenue declines emerge as a common thread across retailer earnings — not a good readthrough on demand
Contracting bank credit demand to pave the way for a reduction in the price of credit
Japan’s Topix rerating positively on an emerging equity culture taking hold
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