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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Forward Guidance
The Bank of America Global Research Fund Survey on Financial Stability
In April of 2023, 38% of investors said financial stability and fragile financial markets was their biggest concern. Now in July, it was 11%. So we've really seen the lot of worry come out of the market. The concerns were triggered by the failure of a couple of relatively good sized banks. And there were questions as to whether or not there might be additional banks that would come under pressure. Today, we are in a better place because it seems like, well, we've had more time to assess how other banks have behaved.
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