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Market Outlook & Reflections

by Greg Parsons, on Sep 30, 2019

As discussed in our 2018 year-end letter, the US bond market’s tone and tenor changed dramatically since last October when 10-year Treasury rates briefly hit a high of 3.25% and sentiment favored continued Fed policy tightening.

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Market Perspectives

Semper Capital Management, L.P. strives to provide relevant and value-added content to keep current and future clients updated on our thoughts and positioning.