Already have an account? log in
This article is FREE for you
Create a free account and join institutional investors, analysts and strategists from the world's largest banks
By submitting your email address you agree to receive communication by email
‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy
"Bond yields are unlikely to spark a new risk-off, and our baseline is for an eventual drift up in r
OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email
By submitting your email address you agree to receive communication by email
Maybe metrics are finally revealing a bigger truth: Under the current wealth distribution globally, deflation is a secular force TRUMPING QE.
The long end still has a way to run. With $425 billion going up for sale this quarter and the Fed letting $30 billion run off the balance sheet that is lot of supply.
A link popped up on the otherwise annoying obligatory advertising which seems particularly timely – especially the portion about anticipating choices and course of unwinds as we are now experiencing. The outlined choices have not changed in the past year, and this appraisal seems only more salient as it is reviewed with benefit of incorporating this past years events into current moment. It is worth re-reading and recycling into current dialogue. Thanks H.
https://heisenbergreport.com/2017/11/11/the-spiral-history-repeats-itself-and-the-price-is-higher-each-time/