Someone Is Blowing Up
The Compound and Friends
00:00
Current Trends in Bond Markets
This chapter examines the significant drawdowns in zero coupon bonds and their interplay with equities amidst rising interest rates. The conversation delves into the investor psychology shift, discussing the implications of Federal Reserve policies and the performance of junk bonds versus intermediate-term treasuries. Additionally, it highlights the influence of global economic shifts, particularly the impact of the strong US dollar and European market valuations.
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