Is a Recession Bullish? (EP.275)
Animal Spirits Podcast
00:00
Credit Spreads Are Not Signalling Recession
Investment grade bond yields are the hyacinth two thousand nine at five point one %. It would be if people said, i'm sitting out the stock market and moving to the bond market. People aren't piling inthe bonds. How often do allocators actually lean into the pan and rebalance into their worst performing assecatho one of them?
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