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May 14 at 06:38 AM
The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.
With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?
Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?
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