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Global FX & Global Rates: Term premia rising: implications for rates and FX

At Any Rate

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Exploring Global Financial Movements and Stability Concerns

This chapter explores recent shifts in global financial markets, with a focus on term premium changes and their effects on bond markets. It also examines U.S. liquidity conditions and highlights potential financial stability issues in other regions, particularly Japan, alongside discussions on U.S. fiscal metrics and treasury outlooks.

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