Cullen Roche argues U.S. bond market crisis warnings do not fit current market signals: the dollar is rising and U.S. stocks are hitting new highs. He says higher yields are being driven by real rates, while 5- and 10-year breakevens remain near 2.4%.
published
Cullen Roche argues U.S. bond market crisis warnings do not fit current market signals: the dollar is rising and U.S. stocks are hitting new highs. He says higher yields are being driven by real rates, while 5- and 10-year breakevens remain near 2.4%.
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