Breaking the bonds: USA versus the rest of the world

Global bond yields are on the rise, but the reasons why vary by region. So the question is, how high could yields go? And which countries could be 'the good, the bad and the ugly'?

In a conversation with Mark and Vonnie at Bloomberg, I outline why the US could be on the path to success and why Japan and Europe both look like candidates for long-term deflation.

 

 
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