The BondBeat

Share this post

User's avatar
The BondBeat
while we slept; "I’m so Bearish, I’m Bullish"; stocks vs bonds (hint stocks ALWAYS win the debate); curves / spreads in different inflation regimes; "Declining liquidity in the Treasury market"

while we slept; "I’m so Bearish, I’m…

Jul 20, 2022
2

Share this post

User's avatar
The BondBeat
while we slept; "I’m so Bearish, I’m Bullish"; stocks vs bonds (hint stocks ALWAYS win the debate); curves / spreads in different inflation regimes; "Declining liquidity in the Treasury market"

Good morning … Was yesterday’s risk rally and bond market selloff enough of a ‘concession’ ahead of this afternoons 20yr auction?

Read →
Comments
User's avatar
© 2025 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share