Bond bulls and dollar bears in hibernation
Wall Street Breakfast
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Fund Managers' Bullish Outlook and Shifting Asset Class Views
The chapter explores the impact of AI PCs on driving global PC shipments' growth in 2024 based on the International Data Corporation's latest findings. Money managers exhibit increased bullishness and confidence in global growth, anticipating a reversal in bond expectations and expressing optimism towards asset classes like bond yields and gold valuation.
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Transcript
