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Lombard Odier: No bear bond market if supportive US rates and weak dollar remain

Although investors have recently shifted focus to the prospect of “uncontrolled” inflation and its effect on risky assets, Lombard Odier believes that the more pertinent question is how sustainable the current business cycle is. The private bank highlighted, in a recent investment note, that supportive US rates and a weaker dollar will back markets and help avoid a recession. Market performance…

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