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February 3, 2014

Sentiment & Positioning

bond_market_prespective_general2January 28, 2014 - Positioning and sentiment-related buying and selling are not the only drivers of the bond market, but when coupled with fundamental drivers, they can be a potent combination.

Bond investors may refocus on economic data now that positioning and sentiment appear more balanced.

We continue to believe bond yields will climb higher over the course of 2014, and upcoming expected Fed policy actions augur for the same.

Download the full version of Sentiment & Positioning: click here to download (PDF). 

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