Presenting The “Real Bubble”

Presenting The “Real Bubble”

A persistent theme here at HR this week has been the emergence of two competing narratives on Treasurys. For those in need of a quick recap, see here: Trader: “Much More To Come” For Treasury Rally, Dollar Slump Why One Bank Is Still Bullish On Stocks (And Bearish On The Long End) One Bank Warns: “Markets Are Too Sanguine,” Fed Hikes Now More Likely Essentially it comes down to this: do you think the outlook for global growth and inflation supports higher yields or do you not? And i
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