The Global Bond Reset | Deep Dive Episode

A five-day anatomy of how an energy shock revealed structural fragilities in the developed-market policy mix and the emerging-market periphery simultaneously — and what allocators should price in. The crisis-or-correction question now resolves in days rather than quarters. The G7 in Paris, the Bank Indonesia decision, and the next US 20-year auction sit at the centre of that resolution. Allocator stance through this window is necessarily defensive.

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