Published On: August 28th, 2025Categories: Trade Ideas
Global market stability rests on fragile ground. Equities and credit remain near record highs, but long-term sovereign yields are climbing under the weight of inflation, fiscal dominance, and political uncertainty. In this flash, we examine the pressures reshaping bond markets – from Fed politics to France’s fiscal test and Japan’s potential shock – and why duration and curve risks are set to remain elevated.
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