“The diversifier is a bond that the best predictor for intermediate majority bonds is the starting yield. Yields have a lot of room to fall… cushion the downside.”
♫
Said on Squawk Box Europe Express
“The good thing about split government is that nothing gets done… that’s good news for those of us that want to see bond yields come down”
Macro Voices · MacroVoices #552 David Rosenberg: Navigating The Noise
Play from 34:36
34:36
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What was described
argues that the market’s focus on inflation is overblown and that bond yields will fall despite current high short-positions
Said nearby on the same subject
“If the bond market is offering me mid-5% yields, I want to start getting in… high-5% → more… 6% → even more.”
JB
Jim Bianco
The Master Investor Podcast with Wilfred Frost ·
“The inflation component in nominal bonds plays an important role… when you hold nominal bonds, that's of course exposed… the increase in bond risks has some similarities… bonds and stocks have moved together.”
CP
Carolin Pflueger and co-authors
Odd Lots ·
“You can measure market stress by a big fall in the overall S&P 500, or by the VIX being high. In those times momentum typically fails.”
AE
Alex Edmans
The Rational Reminder Podcast ·
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