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The Case for a Flattening Curve Divergence

by Leonardo Reos, FRM

· Bond Markets,Currency Markets

Interesting dynamics are happening in the markets in the last few months. After the reflationary cycle started after the 2016 US election in which all risky assets priced in US fiscal expansion, corporate friendly tax reform and deregulation, the rates markets began to experience some fundamental shifts in views, evidencing resilient signals that may have the FED reconsider its actual monetary policy stance.