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Lombard Odier: Central bankers’ “instinct for survival”

Lombard Odier’s Asia CIO Jean-Louis Nakamura acknowledged the bank’s barbell positioning of its portfolios between EM assets and long duration bonds was hit by higher US inflation expectations alongside an upward shift of the US yield curve and USD. However, he believes this is unlikely to last. “How should one interpret the re-appreciation of the USD and the re-reversal of…

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