Premium to Humility (guest: Neil Azous)
The Market Huddle
00:00
Bonds Hold Up, but Will They Hold Up?
Bonds have been holding up. To me and you still have a bet to make about whether or not the lows of these bonds hold for the year. But so far, I think the bonds actually look half decent. It'd be sorry. Over the last six cycles and what happens after that last hike and kind of universally bonds go down and yield up in price. So I'm not going to fight it. I won't actually be long, but I'll be with you in spirit, hoping they go up higher because I want to sell them higher.
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