One Trader Wants To Know Where The Nuance Is When It Comes To Your Conviction Bond Call

One Trader Wants To Know Where The Nuance Is When It Comes To Your Conviction Bond Call

By Kevin Muir of “The Macro Tourist” fame; reposted here with permission It’s now cool to be bearish bonds. A couple of years ago you were labeled a pariah for even suggesting inflation might pick up. The few of us that argued locking in 10-year money at 1.4% wasn’t a good risk reward supposedly didn’t understand the overwhelming three Ds - debt, demographics and deflation. Yeah, ok… However, given the recent bond bear market, nowadays the tide has turned to the point where anyon
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