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Bonds are no longer dependable ballast due to rising correlations.
SEI Vantage: In focus
Rather than recession or stagflation, we are expecting stronger economic growth and higher inflation.
The long end of the U.S. Treasury curve has re-emerged as one of the market's key pressure points.
Markets have reacted to geopolitical volatility with impressive resilience.
A summary of our key perspectives.
Some policymakers take a hike.
Corporate earnings come back into focus.
