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US bonds
Only a downside
Long-term bond yields have risen despite weakening economic data
The White House may be hoping to inflate its way out of the debt burden
Watching events in Tokyo closely is likely to be a smart move
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
Issue of the week: a global fiscal reckoning ...