Another CPI ‘Bomb’

Weekly Comment | Fixed Income

US Jan CPI enticed the market to price in more rate hikes and to speculate about a 50bps rate hike in March; duration products locked in another week of losses; weak ‘Technicals’ likely to persist in the near future.

All indicators within the credit space are pointing towards a downbeat risk- reducing direction; key for the Fund to stick to our thesis and not be tempted to time the market and buy the ‘false dip’.

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