Time To Revisit That “Short Of A Lifetime”?

I’m not entirely sure how sustainable this is.

10Y bund yield…

germany3

German inflation…

inflation

(BBG)

Putting the pieces together…

germany

(DoubleLine, Bloomberg)

“Nein!!”

 

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One thought on “Time To Revisit That “Short Of A Lifetime”?

  1. could be…the choice is inflation and higher interest rates, or elevated stock prices and nascent growth. Getting to the ‘real’ number given inflation calcs is the question, given heuristic adjustments and all.

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