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Is It Too Late To Buy Election Hedges? | Weekly Roundup

Forward Guidance

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Navigating the Sovereign Debt Landscape

This chapter examines the global sovereign debt bubble, exploring strategies that countries may use to manage their debts, including fiscal measures and currency devaluation. It also discusses the relationship between real interest rates, economic cycles, and historical inflation trends while analyzing the current state of equity markets and central bank policies. The chapter further delves into investor sentiments regarding bonds amid upcoming elections, while providing insights into the economic implications of a potential Trump presidency.

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