Qingguo
2022-08-23

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@yksim：
Both equity and bond markets are pricing in a belief that US rates will peak in the first half of next year and then start to fall in the December half. That’s an expectation fuelled by signs that US inflation may have peaked and by mixed signals coming from the Fed.
Both equity and bond markets are pricing in a belief that US rates will peak in the first half of next year and then start to fall in the December half. That’s an expectation fuelled by signs that US inflation may have peaked and by mixed signals coming from the Fed.

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