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11min chapter
The Bottom Is In For Yields, NOT Equities | Vincent Deluard
Forward Guidance
Shifts in Global Yields and Investment Trends
This chapter examines the rising yields in international markets, focusing on Japan and Germany, and their implications for the U.S. economy. It discusses the changing landscape of global trade and investment strategies, particularly as countries move away from globalization and prioritize domestic production amid geopolitical tensions.
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