10 Year Yield Up 200%

25 בפבר׳ 2021

The 10 year interest rates has now risen almost 200% since Aug.
The biggest move up in recent history. If it holds, such a rapid move
will be catastrophic for emerging markets with high debt as investment
will flows out of their bonds to the US and cause a currency crisis.

Again I am not in the inflation camp.

2 במרץ 2021

הערה

Pull back as expected.