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Invesco, Carmignac Bet Against US Bonds, See Scant Need for Cuts
Bloomberg
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Published 3 days ago

Invesco, Carmignac Bet Against US Bonds, See Scant Need for Cuts

Bloomberg · Feb 19, 2026 · Collected from RSS

Summary

The bond market’s consensus view that the Federal Reserve will cut interest rates at least twice more this year is at odds with US economic resilience, say portfolio managers at Invesco Ltd. and Carmignac, who are betting against Treasuries.


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