bearish
The Bears are Knocking at The Door
SUMMARY
- We are at important global macro crossroads: Central Banks are trying to remove accommodation from markets to tame inflationary pressures right at a point when the impulse of global growth has lost momentum
- Over the last few weeks, bond yields have dropped and yield curves continued to flatten across the board
- But the most interesting moves are visible once you decompose nominal yields into inflation break-evens and real yields, and focus on forward looking metrics and probability distributions
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