Who’s right Bonds or Equities
So who’s right the bond market which is rallying or the equity market which is rallying? Anyone have any thoughts as to why both markets are rallying when they should not be going the same direction. Could it be with tame inflation that real yields are actually pretty decent? Could it be foreign investment keeping the bond market afloat? Any ideas? It’s one question that does concern me about the health of this rally in equities.
NOBAMA / Carter 2012 - “Yes we can - we just figured out a way - it’s called the American deem”