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Surveillance: Gauging Impact of Russia Mutiny

Bloomberg Surveillance

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The Wall of Money Out There

Is there literally a shortage of bonds? I don't think so, not yet. We're going to need to see wages come down a little bit and loosening of the labor market in order for that spending to go away. The fact company is to continue to maintain their leverage profiles means they'll have to refinance at some point. When will higher rates bite?

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