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MacroVoices #310 Alex Gurevich: The Trades of March 2020

Macro Voices

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Is the Bond Bull Market Over?

Fod cast: Is the bond bull market over? Does this mean we're seeing the beginning of secular inflation that's going to collapse the bond market? Or is is something completely different? Well, first of all, it is good to be back. I've been asking almost everybody to talk to me about inflation and its relationship to the bond market and interest rates. And as we're speaking this week, i don't know if we hit two % yet, but i was looking at one spot 98 on the ten year yield earlier this morning. So if we're not already there, where we're getting awfully close. The way equities are trading shows us that we're probably closer to

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