If Trump follows Miran's playbook...
I hear that the change in the dollar is really worrying longterm reflected in the Bond Market.
Yes. It is. The 10-year US government bond yield jumped nearly 20bp yesterday after I posted the latest Macro Watch On Substack video. That suggests investors are growing increasingly worried about a possible Dollar Devaluation.
I hear that the change in the dollar is really worrying longterm reflected in the Bond Market.
Yes. It is. The 10-year US government bond yield jumped nearly 20bp yesterday after I posted the latest Macro Watch On Substack video. That suggests investors are growing increasingly worried about a possible Dollar Devaluation.