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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
The Mother of All Bond Rallyes Is Just Beginning to Wrap Her Eyes
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In his opinion, the mother of all bond rallies is just beginning to wrap her eyes and starting to wake up. If I wanted to put one trade on right now, it seems like this is a good time to be going long fixed income for the next five years. "I kind of like buying five year bonds if that's what you want to do as much as you possibly can"
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