Beneath the Surface: Risk Premium Expansion with Andy Constan
Real Vision: Finance & Investing
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Relocating Bonds and the Impact on the Economy
This chapter explores how bonds, which have been dislocated from the economy, are now getting relocated due to increased supply. It discusses the implications of the significant amount of new bond issuance on the economy and analyzes the effects of quantitative tightening and the supply-demand imbalance on bond and stock prices, ultimately predicting a rise in interest rates.
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