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How investors can position for bond ‘vigilantism’ and a growing U.S. debt load, according to Pimco
Taking U.S. equity exposure and preferring debt exposure in Europe makes sense, Pimco says.MarketWatch - 2d -
Pimco cuts exposure to long-dated US debt as deficits swell
Decisions by the world’s biggest active bond fund manager have potential to trigger valuation changes across marketsFinancial Times - 2d -
Trade war fallout could trigger deep Eurozone rate cuts, Pimco warns
Bond giant says euro is vulnerable to further declines amid market ‘optimism’ over impact of Trump presidencyFinancial Times - 3d