Stagflation signals from ISM and claims data meet rising credit creation. Euro strength is biting exports, and speculators are crowded into Russell 2000 shorts.
Do you think one should short long-duration bonds if next week's CPI is higher than market expectations?
I don’t have a strong view on the long-end right now. I think it’s probably around fair value.
Do you think one should short long-duration bonds if next week's CPI is higher than market expectations?
I don’t have a strong view on the long-end right now. I think it’s probably around fair value.