There is a divergence in the performance of equities and real yields in bonds. The lag effects of history’s swiftest tightening cycle are only beginning to be felt, but the market has yet to react.
Thank you, Dylan, for extracting valuable takeaways from the industry top players’ reports and so also for your own ‘connecting the dots’ job. It is highly appreciated 👏
Thank you, Dylan, for extracting valuable takeaways from the industry top players’ reports and so also for your own ‘connecting the dots’ job. It is highly appreciated 👏