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Telegraph: Trigger-happy central banks spark bond euphoria

“Stephen Jen from SLJ Macro Partners said the double blast of a “trigger-happy Fed” and an activist ECB has transformed the outlook for global assets this spring. “All investors should respect the rule ‘don’t fight the Fed’. A new rule is ‘don’t fight the ECB’. Certainly the market should not fight the Fed and the ECB at the same time,” he said. [...]

Read the original article on ‘The Telegraph’ website.

Posted on the 09/02/2012 at 2:05pm by SLJ Macro Partners LLP.

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