o/n -- Putin sticksave? 1937 analog; 5y5 fwds; hikes ≠ poor bond returns (a Rareview indeed)
thebondbeat.substack.com
Good morning…this ZH: Stocks Pop, Crude Drops After Reports Of Putin 'Peace' Optimism Stocks are UP bonds are down and hope continues to be a strategy. Hope aside, here are weekly 30yy with some context That visual in mind, recall what happened yesterday with this weeks selloff in bonds,
o/n -- Putin sticksave? 1937 analog; 5y5 fwds; hikes ≠ poor bond returns (a Rareview indeed)
o/n -- Putin sticksave? 1937 analog; 5y5…
o/n -- Putin sticksave? 1937 analog; 5y5 fwds; hikes ≠ poor bond returns (a Rareview indeed)
Good morning…this ZH: Stocks Pop, Crude Drops After Reports Of Putin 'Peace' Optimism Stocks are UP bonds are down and hope continues to be a strategy. Hope aside, here are weekly 30yy with some context That visual in mind, recall what happened yesterday with this weeks selloff in bonds,