Multiple investment banks issued macro views: Citadel said risk balance has shifted toward bond gains due to crowded short positioning and improved inflation data; Barclays warned AI infrastructure expansion poses political risks; ING flagged investor focus on short-term US Treasuries; Commerzbank noted Iran situation supported German bund yields; Citi forecasted South Korea's central bank will raise rates 25bp in August followed by November and February hikes; DBS expected a cautious hiking path from Korea's central bank.

Jin1008/26, 03:12 PM

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