MACRO stocks bonds
“You almost feel numb.”
CHINA BONDS
The Speaker sees China’s 10-year sovereign bond yield converging to US rates on the way to zero.
MACRO Bonds
Given historically low yields, bonds are losing their ability to effectively hedge against a large equity market fall.
STOCKS commodities bonds dollar
The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.
MACRO STocks bonds currencies
What happened to the assured recession which most models, surveys, and leading indicators have been pointing to?
