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Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions

Complexity Premia

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Intro

This chapter explores the changing dynamics of the bond market in 2025, focusing on the rise of long-term interest rates amidst lower short-term policy rates. It discusses challenges from government spending, labor market conditions, and political uncertainties, particularly highlighting the impact of the new Labour government's fiscal strategies in the UK.

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