The mixed picture for the economy is wreaking havoc on a bond market already sending strange signals. The spike in yields post-Jackson Hole speech has subsided. John Likos from BondAdviser says it's all a proxy for the market's views on economic growth. John says the action is a sign that markets may be tired of the long-cheered "reflation trade". If [...]
John Likos (BondAdviser) - 2 December 2020
John Likos (BondAdviser) - 8 April 2020
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