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Bond markets face a number of bearish risks today, which have to be weighed against the underlying bullish tone. Look out for a strong ZEW, bond supply,
In this post, I am giving a highly condensed version of what I described in my book Principles for Navigating Big Debt Crises, which is an extension of the study
I now hear it commonly said that inflation is the big problem so the Fed needs to tighten to fight inflation, which will make things good again once it gets inflation under control.