“Short Of A Lifetime” Back On?

“Short Of A Lifetime” Back On?

Two weeks ago in "Time To Revisit That 'Short Of A Lifetime?'" I flagged the glaring discrepancy between German inflation (which is on the rise) and German bond yields (which are still depressed). "I'm not entirely sure how sustainable this is," I wrote, referencing the following chart: Well, here's what German bonds have done since then: Not too bad of a call, I'd say. Indeed on Wednesday, yields spiked to their highest levels in a year. "In outright terms, 30y bund yields have sol
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