Japanese Bonds, Greenland Brinkmanship and Iran Threats. When Risks Outweigh Rewards: Taking 10% to Cash
This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham unpack one of the most volatile macro weeks of the year, from Japan’s bond market shock to Trump’s Davos comments, rising geopolitical tension, and a sharp shift in momentum across assets. With Japanese yields spiking to multi-decade highs, markets…
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