
Sentiment Still Constructive for Bonds
Whether it’s the interplay between 10yr and 2yr (i.e. the Yield Curve) or the state of nominal bonds/yields, they are central to everything, along with our old friend Uncle Buck. If long-term yields are to rise (bonds decline) then investments should be tailored one way. If yields decline (bonds rise) then there’s a whole other positioning regimen. Here’s the still contrary bullish state of the … Continue reading Sentiment Still Constructive for Bonds