Surveillance: Fed Skip with Luzzetti
Bloomberg Surveillance
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AI in Long Cash: A Conviction Trade
We're talking about potentially no cuts from major central banks at all until at least the second half of next year. Because it's sticky inflation, persistent inflation and fiscal is only going to make that worse. We've got quite a few elections coming up globally over the next 18 months as well. That's where curves deepening bond yields will we even be looking at, say, JGB 10 years at 1.5%. These things are going to come through.
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