The Bond Market Meltdown

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Recorded13 Jan 2025

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Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. What is driving the carnage in bonds and will it continue? 2. What have we leant about Trump 2.0 since the election? 3. Are markets right to give up on the prospect of China stimulus?

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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