Thursday Chart Check: How Far Are We From Throwing A “Tantrum”?

Needless to say, there's been no shortage of speculation this year about yields and where they're headed now that markets seem convinced (until yesterday that is) that the reflation trade will be alive and well for the foreseeable future. Some observers fear a sudden, sharp move higher mid-year. Should that transpire, the question becomes: to what extent will the impulse sent by YCC in Japan and Bundesbank bund buying offset the signal US 10s are sending? It's a push pull dynamic in a world whe