Wednesday, 6 May 2015

Calling Bond Bear Markets

Quite a few big names pointing to a potential bottom in interest rates and peak in bonds.
Calafia Beach pundit commentary and analysis.
What prompted me to make this call? It was the recent 47 bps bounce in 10-year German bund yields, off of an incredible low of 0.05% a few weeks ago.
Whereas Armstrong suggests a final blow off top in bonds, as stock markets dip, and divergent strength in the US against European before the true rush from government debt & bonds floods into the US stock market.

















Gary Tanashian points out that the bond bull "continuum" is still very much in  place



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