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Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
Germany isn’t the only magnet as investors are also warming to global ex-US funds
Long-term bond yields have risen despite weakening economic data
Issue of the week: a global fiscal reckoning ...
The White House may be hoping to inflate its way out of the debt burden
Defence names, gold miners and European stocks have led the way in 2025