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Why the market is having a major rethink on China

What is happening in the bond market?Treasury yields are reaching fresh cycle highs even with Fed hiking probabilities unchanged. Wonks are talking about r* again in a sure sign they have no idea what's happening. After all, if there's a higher neutral rate now, then it still begs the question: Why? It's certainly not AI and automation. Nothing has changed demographically.What about higher debt? It's a problem and rising yields have followed the Moody's downgrade but I struggle to see anything e... Read More

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Content Topics

Market

Having

Major

Rethink

China

Forex

Posted: Aug 21 2023, 18:58

Author Name: forexlive

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