The DC Today - Monday, November 20, 2023
The Dividend Cafe
00:00
Bond Yields, Foreign Ownership, and Market Realities
This chapter discusses the correlation between bond yields dropping and bonds rallying, the declining foreign ownership of US treasuries by central banks, and the increasing foreign private ownership. It also highlights the high short positioning in the Japanese yen and the potential consequences, as well as the prevalence of non-profit producing companies in the Russell 2000 and an investment reality about market drawdowns.
Play episode from 02:22
Transcript
