When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else equal you see risk off behavior...
Zerohedge Debates
Latest: Post-Hormuz: Bullish or Bearish
Log in with Google
or
Username/Email
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a…
However, the most rampant risk taking is unlikely to unwind peacefully...
We skyrocketed upward the last 3 years. The problem is: those same effects can work on the way down, too...
How high can we push valuations before something snaps violently?
...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal…
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
