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Related Special Reports
...jemima.kelly@ft.com...
...Bond markets have already taken the death of the rate-cut trade badly. “Fixed income has not gotten the joke,” said Michael Kelly, global head of multi-asset at PineBridge Investments....
...Davi, the Bond villain, has got up on stage and is crooning out Frank Sinatra’s “My Way” but with some of the words changed: “Trump did it hiiiiiiis wayyy.”...
...within the investment-grade corporate bond market,” BondBloxx co-founder Tony Kelly said in the release....
...Now, macro markets are a big topic, so it can be tough to write about without getting too abstra — [Enter KELLY, a fictional associate at a big-law firm] Uh oh....
...Former US senator Kelly Loeffler — who represented the swing state of Georgia — and her husband, Intercontinental Exchange founder Jeffrey Sprecher, will also be there, among others....
...“They’re not willing to say ‘we’ve won’,” said David Kelly, chief global strategist at JPMorgan Asset Management, referring to the Fed’s battle against inflation....
...Real rates, using yields on 10-year inflation-linked bonds (Tips) as a proxy, are indeed high but have fallen nearly 50bp since the peak in October....
...The event served as a lens into the broader political narratives surrounding Trump’s return, reports FT columnist Jemima Kelly for the FT Magazine. We’re also reading . . ....
...Bond market repercussions The jobs report reignited a sell-off in government bonds that had been gathering steam since the Fed’s September 20 policy meeting....
...Or, for those less convinced of Davos’s relevance nowadays, Jemima Kelly has got you covered (you can read the full special report “the World 2024” online here)....
...After the government’s calamitous September “mini-Budget”, which resulted in soaring bond yields and led to the Bank of England having to step in to prop up markets, analysts at Deutsche Bank said it would...
...Bond bulls such as JPMorgan’s David Kelly tend to think the economy will gently return to 2 per cent inflation by next year....
...“International [equities] will do well when US investors actually think it’s a good idea,” Kelly said....
...As of Wednesday close, the fund held 1.7bn Norwegian kroner ($159.5mn) in SVB equities and 1.1bn kroner in bonds ($103.5mn)....
...The reopening of the American mind: Jemima Kelly reports on a new type of “anti-cancel culture” university, whose backers are united in the view that American education is defective....
...Argentina’s dollar bonds rose about 5 per cent to their highest level since September, although they remained far below their face value....
...That static market “has continued to provide a firm technical support” for participants, said Kelly Burton, high-yield portfolio manager at Barings....
...“It’s the Birkin or Kelly bag of the automotive world – there’s simply nothing like it,” Reichman says....
...The CPI, the jobs report last week and ECI data all suggest that the Fed can pause,” said David Kelly, chief global strategist at JPMorgan Chase....
...And it would take a long time to repair, just like it does with an individual”, said David Kelly, chief global strategist at JPMorgan....
...“The macro picture has definitely improved, with inflation easing sequentially,” said Kelly Burton, high yield portfolio manager at Barings....
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