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Equity Meltdown

  • Central Banks, stagflation, Bonds, Inflation, Pre 2021 Porridge,
    September 29, 2021

    What would a Multi-Sigma Bond Slide do to Markets?

    The risks of Central Bank policy mistakes are escalating. Fixed Income markets are wising up to the potential of long-term stagflation/inflation. A bond correction will crush stock markets if/when real interest rates turn positive. Central Bankers will need to decide: intervene to save markets – continuing the current distortions, or let loose the dogs of market meltdown. Anyone for the last few choc-ices?

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