Is The Second Most Crowded Trade On The Planet Getting Squeezed? Yes! No. I Don’t Know, Maybe!

Is The Second Most Crowded Trade On The Planet Getting Squeezed? Yes! No. I Don’t Know, Maybe!

Remember 3%? That's become a familiar joke these days whenever bonds rally. There's been no shortage of handwringing this year about "magic" numbers on 10Y yields and "pain thresholds" beyond which the stock-bond return correlation flips sustainably positive imperiling risk parity and balanced portfolios more generally as diversification desperation kicks in. Dozens of analysts and commentators have weighed in with their thoughts over the course of what has been the worst start to a year for
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