Daybreak Europe Show Open: Smorgasbord of Risk

The transcript discusses various dominant market narratives, including Evergrande, the fuel crisis, and Fed tapering. It highlights the global bond market movement as central banks coordinate to tighten policies, leading to a new bond market tantrum. The discussion includes the impact of rate hikes, particularly in the UK, and the significance of market sentiment over the size of market movements.

Discuss the significance of the term 'new bond market tantrum' as mentioned in the text.

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What role does the Bank of England play in the current bond market scenario?

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