In which regions is the speaker currently buying duration?
JPMorgan's Berro Sees Scope for US Yield Curve to Steepen
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The video discusses the potential for a dovish market response and the stability of the yield curve. It highlights a neutral stance on US duration in portfolios and explores the possibility of the US curve steepening. The discussion also covers global fixed income investments, particularly in the UK, Europe, and Australia, where central banks have not yet started easing cycles.
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What is notable about Australia's central bank in the context of easing cycles?
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