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Bolero Capital

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A tricky market environment

2022/08/12

For the more pessimist ones, a renewed drop in US treasury yields is reflecting an upcoming recession.

outside perfect storm

The perfect storm

2022/07/15

We think it is too soon to call for a bottom in both equities and bonds. Fed’s tightening above market expectation has the potential to further derail financial markets.

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A tricky market environment