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Surveillance: Recession Forecast Loh

Bloomberg Surveillance

00:00

The Debt Ceiling and the Bond Market

Isaac Mottansky, director of policy research at BTIG: The morning after this is fixed, what happens? We go on to fight about other things, Tom. Lindsey Rosner there on the bond market. Do you think the allocations are just generally increasing in a structural manner to fixed income and decreasing to equity so that it might be more of a 5050 kind of new portfolio? I think time will tell.

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