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Trading Trump (2) - Bond Markets

Video series part 2 - Japan pension flows, and dispelling the myth of a "Trump Trade" existing in and being reflected by long-end US yields.

This is part of a broader analysis on the US elections and market implications through the perspective of Asia / Japan.

What has been behind the long end yield curve price action in the weeks leading up to election day? Japan pension fund flows - and none of which had anything to do with US elections.

Among asset classes, bond markets/fixed income (US Tre…

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Global, cross-asset markets: unconventional views for unconventional times