9min chapter

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Bonds Are Not Vegetables Says HSBC’s Steven Major: Macro Matters

FICC Focus

CHAPTER

Bond Market Outlook: A Contrarian Perspective

This chapter examines the speaker's predictions for global bond markets, including U.S. Treasuries and U.K. gilts, while emphasizing supply dynamics and inflation. The speaker presents a contrarian view that favors long bond positions as rates are expected to decline, exploring distinctive features of various developed markets and emerging investment opportunities.

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