DATA-DRIVEN INSIGHTS
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Proprietary data-driven research and surveys
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DATA-DRIVEN INSIGHTS
The postponement of Fed rate cuts is being felt across markets; investors are slowing longer-duration Treasury buying, overseas investors have rekindled their interest in U.S. government bonds and the GDP growth differential between Europe and the U.S. is narrowing.
The pain that a strong U.S. dollar has inflicted upon Asian currencies could eventually come back to bite the Treasury market.