
Is It Time To Buy Bonds?
Street Signals
The Stability of Inflation Expectations and Correlation between Stocks and Bonds
This chapter explores the stability of inflation expectations and the correlation between stocks and bonds, noting that inflation expectations have remained stable and positive correlation between stocks and bonds is the new normal. They also discuss the impact of U.S. growth outperforming the rest of the world and speculate on the possibility of this correlation breaking down in the future.
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