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Tapering A Bigger Threat To Bond Fund Flows Than Politics

Societe Generale’s Alain Bokobza and his take a look at bond mutual funds and ETFs Thursday, and argue that their biggest threat isn’t the uncertainty surrounding the presidential election; it’s central banks. Bokobza writes that foreign central banks are no longer supporting US Treasuries with net buying. Foreign central bank holdings peaked in July of last year at $3.03 trillion, and have since declined by $203 billion.
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