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14min chapter
Jason Shapiro: It’s Too Early To Get Long Bonds
Forward Guidance
Sentiment on Stocks and Bonds
Discussion on the sentiment on stocks and bonds in the market, including the surprising stock rally despite bearish predictions and the sudden interest in bond market analysis. They explore the diminishing edge in analyzing the correlation between stocks and bonds and express skepticism towards bullishness on bonds due to large inflows into government bond mutual funds.
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