Bonds, Greeks And Stubborn Greenbacks

In 2019, escalating trade risks prompted investors to pile into bonds while simultaneously watching risk assets explode to the upside thanks to expectations of an aggressive monetary policy response to proliferating global growth risks. In 2020, the coronavirus epidemic has created a similar dynamic. Bonds are bid, that's for sure. In fact, bond funds enjoyed a record weekly inflow through February 12, raking in a ridiculous $23.6 billion. (BofA) Any ideas about a "Great Rotation" back int

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