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Sovereign Debt – Global Consequences & the Chinese Dichotomy

Strategy Report ·David Roche ·06 Sep 2026

Sovereign Debt – Global Consequences & the Chinese Dichotomy Sovereign bond yields will go on rising. The two drivers: inflation and fiscal deficits, will both deteriorate and see to that. Energy inflation will rise as inventories continue to fall. The Hunger Wave of disrupted gl…

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