bearish
US Interest Rates- Headwinds and Tailwinds
SUMMARY
- The base forming thesis Since 16th May, yields have moved to a higher band, likely marking the end of the correction.
- Bond rallies have had shorter lifespans and have tended to retrace rallies.
- Plenty of data points to economic headwinds and the additional threat of a sharply slowing Chinese economy, keeping a lid on higher yields.
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