while we slept; sell stocks buy bonds; who will buy? a rates peak near? updated f'casts and a few charts...
thebondbeat.substack.com
Good morning. As ‘TK’ on BBG put it best, the war in Ukraine continues as the (empty)suits and ties meet. Just another day in paradise … where just yesterday, long bonds were up bigly. Today they are down 1/2 bigly today. price discovery process could be a bumpy one…
while we slept; sell stocks buy bonds; who will buy? a rates peak near? updated f'casts and a few charts...
while we slept; sell stocks buy bonds; who…
while we slept; sell stocks buy bonds; who will buy? a rates peak near? updated f'casts and a few charts...
Good morning. As ‘TK’ on BBG put it best, the war in Ukraine continues as the (empty)suits and ties meet. Just another day in paradise … where just yesterday, long bonds were up bigly. Today they are down 1/2 bigly today. price discovery process could be a bumpy one…