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Proposed trade policies have bond investors worried
Episode 57
Published 1 year, 6 months ago
Description
Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, dives into why calls for aggressive rate cuts in the U.S. have diminished and how the strong jobs report validated our stance of a more measured approach. But it’s the outcome of the U.S. Presidential election that is of key importance to fixed income markets, and positioning matters more than ever.