US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
And Japanese inflation goes the other way, with a downside shock.
Om Podcasten
There is nothing more fascinating than a fixed income instrument. Nothing. Listen to Jim transport you to a world of convexity, basis points, covenants and debt-to-gdp.
For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.