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Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell
Forward Guidance
The Risk Reward of Long-Term Government Bonds
Long-term government bonds have seen a huge sell off. But do you think that we're approaching a ceiling in yields for them? And then how are those bonds reacting to inflation expectations if inflation is going to be elevated for at least two years? You know, the fixed income markets are far less investment markets than they also have speculation or trading markets. In reality, there's a lot of movement in these markets. So I think this makes sense, unless we're moving back to a world of stagflation, which I don't believe. If there is a risk of recession, and that's what the yield curve is telling us, why shouldn't you and bonds? Bonds have got to
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