Currency wars become a yield war!

Presented by

Eric Vanraes, Fixed Income Portfolio Manager, EI Sturdza

About this talk

The presentation will cover: - Europe: between very good news (QE) and bad news (Greece) - Europe: a weak euro + weak oil prices + very low interest rates + ECB QE = good surprise on growth before year end? - US: the Fed behaviour; Fed funds rate hike and USD strength - US: good macro-economic data vs deflation fears - US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed

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