Surveillance: Soft vs Hard Landing
Bloomberg Surveillance
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Is There a Real End to Supply of Bonds?
The annualized returns you have in a single month now add up to something. If for cash, that's something in the realm of 4.5 to 6 percent depending upon your strategy. We do still find value within that front end of the yield space, within the global bond world. But I do think that there is an overall focus right now where people have shunned an overallocation to bonds.
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