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looks like inflation is gonna kill equity in long term as fed is more hawkish due to soaring yields in 10y,2y,30y this will cause fed to elevate rates or hold them and Higher yields attract foreign capital. Investors sell euros, yen, pounds to buy USD bonds paying 5%. This creates dollar demand. USD strengthens.
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Long-dated bonds are rarely attractive imo, seems par for the course in current macro env
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