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More Bond-Friendly News Emerges

Bond rally driven by economic fundamentals, not “safe-haven” flows

David Rosenberg's avatar
David Rosenberg
Aug 14, 2024
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Early Morning with Dave
Early Morning with Dave
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Highlights

• Japan PM’s plan to step down is another reason to be bullish on the yen

• Overnight global data full of dovish surprises

• The Fed is already 250 basis points behind the curve

• Bond rally driven by economic fundamentals, not “safe-haven” flows

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