Once Upon a Time in Boston
The Compound and Friends
Navigating the Bond Market Landscape
This chapter explores the fiscal and monetary responses during the COVID-19 pandemic, emphasizing the Federal Reserve's policy cycles and their impact on the bond market. It highlights current trends in bond yields, investor behavior, and demographic influences while comparing the U.S. and Japanese bond markets. The conversation also addresses the implications of inflation and interest rates on equity valuations and strategic investment planning in a volatile environment.
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