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Developing Worries

Bond Market Perspectives Image ThumbnailFebruary 4, 2014 - Uncertainty over EM weakness and whether the weather is truly responsible for recent softness in economic data is likely to keep bond yields range-bound over the near term.

We believe the U.S. economy will resume the improvement that began in late 2013 and EM growing pains will not impact broader financial markets over the longer term.

We would use recent bond strength as a selling opportunity.

 

 

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