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Felix Zulauf: The End Of The Liquidity Cycle Approaches

Forward Guidance

CHAPTER

Current Consensus on Bonds and Dollar Decline

This chapter discusses the current consensus among global fund managers regarding bonds as the best asset class and a potential decline in long-term bond yields. The speaker expresses unease about extreme positioning in the bond market and predicts a potential reversal in trends. They also discuss the medium-term decline of the US dollar and its relation to the weakening world economy.

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