BLOOMBERG Bloomberg Real Yield July 14, 2024
On the other side we have some saying 10year yield are going to zero. I dont want to think of a world of zero interest rates. 0 for the u. S. Treasury seems like an excessively pessimistic forecast. We have had the recovery, its coming to an end. If you believe the Business Cycle is coming to an end, that call makes sense. Now the Central Banks are falling into line and cutting rates. When we get this polarization of use, it tend to be close to regime changes. Something is going to give. That is the journey we are on until Something Different happens. Jonathan joining us to discuss is lisa hor...