THE MORNING TRACK - OUT OF ROAD
​The ECB is running out of road for negative rates and QE, so the taper talk rises and with it bond yields globally. Investors have been driving too fast this summer trusting the wisdom of central bankers and their position loads maybe dislodged further because of the risks ahead. This isn’t a big shift in thinking from central bankers but more a policy reaction that reflects the pain in banks and insurance and the ugly politics of savers.
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