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23:00
Jul 02
André Jakurski Sócio-fundador do Pactual e da JGP Market Makers
Avoid long sovereign bonds, real losses ahead
The explosive growth of US government debt (from $5 trillion in 2000 to $40 trillion today) combined with unfavorable demographics will cause sustained real losses for long-duration sovereign bondholders. Since 2009, fixed income investors have lost substantial wealth as interest rates were kept artificially low and then adjusted upward. Even inflation-linked bonds like TIPS and NTN-B failed to preserve purchasing power because real yields rose. Given that governments cannot easily allow a deep recession without risking a debt crisis, they are trapped, and the trend of real wealth destruction in sovereign bonds is set to continue. Therefore, investors should avoid or drastically reduce exposure to US 10-year Treasuries, TIPS, and Brazilian NTN-B bonds to protect their portfolios.
NTN-B 1ST
HIGH

About NTN-B Analyst Coverage

Buzzberg tracks NTN-B across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked. Latest voices: André Jakurski.