o/n; TLTs, belly buyable; inflation survivors of the 80s have some advice; 'okay bond bears, not so fast...beware'
thebondbeat.substack.com
Good morning and happy Friday… With ‘markets’ forced to put aside fun-duh-mentals for the time being (or worse, to price in some fun-duh-mental outcomes not yet fully understood and which go against the hike / QT guesstimates currently widespread — ie,
o/n; TLTs, belly buyable; inflation survivors of the 80s have some advice; 'okay bond bears, not so fast...beware'
o/n; TLTs, belly buyable; inflation survivors…
o/n; TLTs, belly buyable; inflation survivors of the 80s have some advice; 'okay bond bears, not so fast...beware'
Good morning and happy Friday… With ‘markets’ forced to put aside fun-duh-mentals for the time being (or worse, to price in some fun-duh-mental outcomes not yet fully understood and which go against the hike / QT guesstimates currently widespread — ie,