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Market Impact: 0.2
Bearish Bond Narrative Has Gone Too Far, Deutsche Bank Says
Source: Bloomberg
Credit & Bond MarketsAnalyst InsightsArtificial IntelligenceInvestor Sentiment & Positioning
Deutsche Bank’s George Saravelos says the market’s deeply negative sentiment toward fixed-income assets this year has gone too far. He argues investors are underpricing the risk that an AI-related blowup could trigger a rush into bonds.
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