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CIO Global Livestream - New Year’s Portfolio Resolutions

UBS On-Air: Market Moves

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Concerns over US Debt and Treasury Market Impact

The chapter delves into the concerns surrounding the US debt and the potential impact of new debt issuance on the Treasury market. It explores the relationship between supply, growth, and interest rates, highlighting historical trends. The speakers discuss the recent rise in term premium and interest rates, emphasizing the importance of growth and inflation in determining interest rates.

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