All Eyes On Bond Yields
When Fed official speak, the markets listen. Bond yields are making a move up. Why nobody wants this and how I'm playing the trade.
Back in December, I said the 60/40 portfolio weighting is over. The thesis there largely centered around the notion that negative real yields on bonds would push capital to other investment classes. I still believe this. Right now, all eyes on bond yields. Our current situation is getting dicey. Just like in March of last year, when rates spiked, the eq…
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