EM-ification of the U.S.
Know More. Risk Better.
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Political Risk and Treasury Yields
This chapter explores the intricate links between U.S. political risk and treasury yield fluctuations, demonstrating how political tensions influence financial market behavior. It discusses the persistent effects of these risks on investor sentiment, particularly regarding long-term treasury yields and large-cap U.S. equities. The conversation also examines the evolving market dynamics shaped by geopolitical events, highlighting how past patterns of market reactions to political shocks have changed over time.
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