Surveillance: Equity & Fixed Income Disjointment
Bloomberg Surveillance
00:00
Unfolding Sell-Off and Buying Strategy
In this chapter, they discuss the unfolding sell-off on 10 to 30 year bonds and the potential for further sell-off before the end of the year. They also mention their buying strategy, particularly in the tip market, where they see value at a 220 real yield. They discuss the possibility of the 10 year real yield jumping to 250 to 3% and the reasons behind it.
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