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Podcast: Macro Mornings π‘
Episode: Fixed Income Update β How Market Concentration Impacts Performance
Description: π‘ If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
Fixed income markets tell us a story about the health and potential future direction of the economy
Why should we monitor the credit spread on fixed income?
Letβs make a fast update on Sovereign Bond Yields
US inflation remains elevated
How Market Concentration Impacts Performance