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Oct 2024
12m 47s

Talking Heads – What's in the mix for yi...

BNP PARIBAS ASSET MANAGEMENT
About this episode

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next.  At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. 


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