Something for your Espresso: The bond bears are back in town.. but WATCH the USD
This week has marked a return of the higher inflation, higher bond yields and higher equities narrative. Is the disinflation trend broken? Have bank issues disappeared? Or why are we back fearing higher rates? We urge you to WATCH the USD and it ain’t necessarily good news.
This week has marked a return of the higher inflation, higher bond yields and higher equities narrative. Is the disinflation trend broken? Have bank issues disappeared? Or why are we back fearing higher rates? We urge you to WATCH the USD and it ain’t necessarily good news.
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