In my last “Bond Deer” installment the story of the investor caught in the risks of the bond market like a deer in the headlights I highlighted that a housing recovery might be responsible for pricking the “bond bubble.” But a self-sustaining recovery is still in its infancy and could easily be derailed.
Massive monetary accommodation averted a global financial collapse in 2008. Today, pundits are hotly debating whether Quantitative Easing (QE) in its various forms is still necessary. The pundits fall into three camps: (more…)
Filed under: Fixed Income Market Insights, Macroeconomics, Mike Temple | Leave a Comment »
