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Bond yields could fall further as rising fiscal risks get priced in.
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A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
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The COVID Delta Variant’s Looming Threat to Risk Assets.
A revival of the Obama-era Build America Bonds would raise funds with less taxes.
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Taking a look at the upside surprise in June’s CPI.
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