
When "Peak Inflation" Seems Like a Myth
Real Vision: Finance & Investing
00:00
The Flipping Correlation Between Bonds and Equity
The big theme this week has been the flipping correlation between bonds and equity. We've had hat an environment where obviously the fed turned very hawkish, a trying to get inflation under control. And basically, that move yields was driving text stocks in particular, down, and was taking equities lower. But now if equities are the one that's leading us down because its growth concerns, then bonds are going to go the other way and catch a bid. And i think that's the real sort of inflection point in markets.
Play episode from 02:00
Transcript


