sheridan

Is the T-Bond Bubble Bursting?

I agree long term but short term this market will be manipulated by the Fed via quantitative easing and could see a few shocks to the upside- probably a 2 year trade.

Deflation Is Just Around the Corner

If the dollar continues to crater- wouldn't that cause investors to demand higher interest rates/yields on long term treasuries? I'm going to be paid back in a currency worth far less than what I lent the government.
Thus far, it seems to have no effect on appetite for bonds.