BLOOMBERG On The Move January 13, 2015
I want to talk about bond markets, for me this is where things get frisky. Japanese government bonds they are defying me, but what you are seeing the government bonds have been negative in germany, the japanese went in tandem. Is it fear inflation or what is it . Is it deflation or fear of a bigger route of the equity markets. John williams says june is reasonable everybody is pushing and hedging and migrating their view on where the euro will go. Will the rate cycle happen this year . Can it happen this year . Global bonds are at their lowest yield since 1996. 1. 21 on a global basis. Does it...