GFIS Model Bond Portfolio Q1/25 Review & Outlook: Bond Yields And The Central Bank Response To The Trade War
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Today, we publish our Quarterly Model Bond Portfolio report. We discuss how the trade war has further increased the global recession risk, but US Treasuries could underperform their global peers in the near term. We cover the fixed income investment implications in the short run and which bond markets are poised to outperform in a severe economic downturn.
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