
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
Macro Voices
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Is This a Hawkish Impact?
We are under weight both developed market treasuries and global corporate bonds. And that is not just because of the china regulation clamp down, but also because of weaker fundamentals in general. The most common way out of this fit crisis is faccination, and emerging markets lack in that. We have put the under wats what we have put in developed market resfis and global corper pons into global inflateteling pones.
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