Published On: October 20th, 2026Categories: Trade Ideas
How long can global growth withstand repeated shocks without further pressure on inflation and financing conditions? The IMF’s October outlook depicts a resilient but increasingly uneven economy, supported by technology investment and constrained by energy disruption and rising public debt. For bond investors, higher yields offer opportunities, but the case for a sustained rally remains less clear. In our latest flash, we explain why we remain constructive on income while selective on duration and credit quality.
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