Global Investment Views - April 2021

Friday 09 April 2021

Global Investment Views

Global Investment Views - April 2021 - CIO Views

A big shake-up is under way in bonds – rising UST yields, a steepening yield curve (2-10Y) and inflation expectations are leading markets to question whether we are facing a taper tantrum 2.0. We think that the risk of the Fed taking pre-emptive measures to stop its buying programme in the next 12 months has been exaggerated. The Fed will remain cautious and downplay inflation risks...

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