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Everything is Up This Year (EP.319)

Animal Spirits Podcast

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The Long Term Positioning of Investors

JP Morgan, Treasury Client Survey Index. Our client survey indicates that long duration positioning is more widely held now than at any point over the last five to 10 years. The thing, the funny thing about rates is, I think rates rising were way more worrisome when inflation was rising. But now it seems that rates are rising because economic growth, at least estimated economic growth is accelerating again.

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