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Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
Long Term Bonds and Risk Assets
Private sector forced to reprice what is their a appetite for risk assets. Central banks, i think, will have to remain tight for longer. As they do compound that, the long end of the bond market can reflect weaker growths and weaker inflation going forward. If you're a more tactical investor, i think it's good opportunity to scale up back into some defensive trades.
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