bonds Markets

US Bond Yields Will Keep Falling Unless One Of These 3 ‘Disruptors’ Comes Calling

This should sound familiar.

This should sound familiar.
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1 comment on “US Bond Yields Will Keep Falling Unless One Of These 3 ‘Disruptors’ Comes Calling

  1. Makes sense except I don’t understand why a much more dovish Fed is a disruptor. Is the idea that if Powell delivers a 100 bp cut, animal spirits will ignite and the bullish hordes will dump 10y TSY? Isn’t it just as likely that the market will go “oh sh-t things really are bad” and/or that Trump will figure “Powell is mine, now to crush Xi”?

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