Dialling down risk with bonds

The White House may be hoping to inflate its way out of the debt burden

Only a downside surprise on jobs may move the Fed to lower rates, much to Trump’s disappointment

Long-term bond yields have risen despite weakening economic data

Germany isn’t the only magnet as investors are also warming to global ex-US funds

Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming

Watching events in Tokyo closely is likely to be a smart move