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Central Bankers vs. The Bond Market | Roger Hirst
Forward Guidance
The Story on Bonds Is Either Bonds or Equities
Bonds still have more upside in the two year because I think that if they go to 5% and or 5.25% we're currently at 4 point well we're now now close to 4%. We've always had a significant tradeable low during every single recession some of them were quite shallow but since 1950 every single recession a major low. The J-PAL will eventually have to push rates a little bit higher to force the recession to make sure you cap inflation so I feel that the story on bonds is either you know can you play one against the other can you be long equities and long bonds? Jacob says he's not overtly worried about oil, there's more asymmetric
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