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…
...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal…
But the real danger isn’t Nvidia crashing. It’s the zombie laggards suddenly waking up and ripping the short leg straight through…
The melt-up can probably survive higher yields. Aggressively accelerating rates volatility is a different story.
US President Trump said it's just a question of time regarding Iran, but added that he is not going to be much more patient with…
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
