Mar 26, 2019

The Coming Recession Will Be Bearish For Bonds

Wait until investors figure out that the coming recession will be bearish for bonds. This time soaring budget deficits and a return to QE and ZIRP will result in a sharp fall in the dollar and rise in consumer prices. With stagflation real demand for bonds falls as supply rises!

Related trading instruments: 10- year U.S. Treasuries, iShares Barclays 20+ Year Treasury Bond ETF (TLT), ProShares UltraShort Lehman 20+ Year ETF (TBT)

Blog Archive