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Lawrence Lepard shares the latest weekly commentary from Credit Bubble Bulletin, focusing on the theme of bonds taking charge.
The commentary signals shifting dynamics within financial markets, with increased attention on bond performance.
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Lepard has previously highlighted concerns about the guarantees provided by U.S. authorities to regulated life insurance policies in a recent article. He has also pointed to an 85-90% decline in the value of long-term U.S. Treasuries versus gold since 2014, citing external research in a separate report. These recent notes add further context to his ongoing market commentary.