SocGen: Those Record High Stock Headlines Are “Misleading”

SocGen: Those Record High Stock Headlines Are “Misleading”

Stocks and bonds are saying two completely different things about the outlook going forward. Maybe you've heard. The disconnect between long-term yields and record high equities has been debated for months now (even as the risk parity crowd is probably pretty excited about both sides of their portfolio rallying simultaneously), but more recently, the focus has turned to the collapsing curve. Specifically, a lot of folks think this spells trouble: Well on Monday, SocGen's Andrew Lapthorne i
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