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04 October 2023

Samuel Rhee, co-founder and CIO of Endowus shared insights about the Bank of Japan's potential intervention situation, as well as the bond market, the state of the US economy, US treasuries, and alternatives. While Japan's finance officials will do what they can to moderate the depreciating yen, in the US, central banks are tightening financial conditions due to persistent inflation and high interest rates. Globally, even as interest rates are a cause of concern, opportunities are arising in the fixed income space.

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