The Long Bond Has Generated a +20% Net Return Since Mid-October!
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The Long Bond Has Generated a +20% Net Return Since Mid-October!
The bond-bullion call in recent months has begun to perform admirably again.
Highlights
The broadening out in the equity rally is little more than short covering
PMIs across Asia and Europe end 2023 on a recessionary note
Economic and political stability fuel India’s equity rally
Bullish EPS projections out of sync with Fed's downbeat nominal growth forecast
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