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Friday, Jan 11
The bond bulls at Hoisington Management remain unshaken in a global economy with "an...
The bond bulls at Hoisington Management remain unshaken in a global economy with "an insufficiency of aggregate demand." Rates may raise here and there because markets fluctuate, but underlying fundamentals assure they won't stay there long. The recent budget deal adds another headwind, and they expect Q4 numbers will look better-than-expected, but at the expense of 2013 Q1.