When To Go “Bear Hunting” In Bonds

Well, as many commentators and traders warned ahead of time, the dollar and yields were highly susceptible to big moves ahead of the Fed as CPI and retail sales data had the potential to upset the FOMC applecart even more than it was already upset. The data didn't disappoint. Well, I mean it definitely did disappoint in terms of what it conveyed about the economy, but it certainly didn't disappoint in terms of catalyzing a big move in yields and the greenback, both of which plunged after the da
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One thought on “When To Go “Bear Hunting” In Bonds

  1. in reference to your work on low vol framework (leveraging bonds to offset equity risk etc) would this move in bonds enable further purchasing of equities?

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