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Springtime across markets; too good to be true?

The past few months have seen risk premia compress across most financial markets, and stress across core financial markets appears lower than at any point since mid-2021. While some lingering risks remain, we think that an emerging bubble in equity markets, continued robust growth in the US, and growing confidence that the major central banks are on track to deliver a soft(ish) landing, mean that – absent another unexpected shock – this positive mood may last for some time yet.

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