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·Confidence 90%

Ninety One's Borbora-Sheen Bets on Warsh's Fed Strategy

Key takeaways

  • Ninety One's portfolio manager is positioning in Treasuries, anticipating that easing price pressures will bolster confidence in Fed Chairman Warsh's approach.

Analysis

Ninety One's portfolio manager is positioning in Treasuries, anticipating that easing price pressures will bolster confidence in Fed Chairman Warsh's approach.

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