Traders were run over by the August-September bond rally and fear that the truck will back over them as bond yields rise. Tomorrow’s CPI report will be one of the most-watched in history after five months of undershooting the consensus. The Federal Reserve and virtually the whole of the economics profession believes that lower unemployment […]
Tag: reflation trade
Posted inUncategorized
Trump’s agenda no longer priced into the market
Posted inUncategorized