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Has recession risk disappeared in the US or has uncertainty increased? What’s next for US Treasuries
10-year US Treasury yields recently hit a 16-year high, support is building for a soft landing and disinflation is underway. But that doesn't necessarily translate to immediate rate cuts. In our next episode of #NedTalks Europe, Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, about how these moving parts could still mean higher interest rates for longer.