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When will U.S. deficit starts to derail its bond market: cyclical vs structural views

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    Posted by Two Blokes Jul 4 - Filed in General - #TwoBlokesTrading  - 2 views
    Amy Xie Patrick of Pendal tells CNBC that long-end bond yields remain anchored due to a combination of inflation, growth and tariff expectations. However she also adds that even with clarity on trade deal front, there's still anxiety about U.S. deficit and concerns on where the issuance will be along the curve.