Donald Trump gained 2024 votes in areas where inflation was worse. Research indicates that the Republican candidate experienced slight electoral gains in counties with higher rates of inflation, particularly in lower-income areas.

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They recommend selling 10-year bonds following a 17 basis point decline in yields since the start of the year, their best performance over the period since 2020. Bunds are now the most expensive they’ve been relative to short-dated interest rates swaps since March 2025, according to Barclays’ analysis.

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