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“We’re In Uncharted Territory” | Warren Pies on Treasury Issuance, Housing Market, Oil, And Recession Risk

Forward Guidance

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The Relationship Between Bonds and Stocks

This chapter explores the relationship between bonds and stocks, discussing how bonds have historically acted as a hedge against stocks but how last year's sell-off impacted this relationship. It also analyzes the impact of rising bond yields on the stock market and the overvaluation of bonds.

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