...Massive move in the US yield curve today...
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Better study up on financial history. Long bonds are not always a safe haven. Just ask any German or French investor that lived a century ago. Or a Russian investor that lived 30 years ago.
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Spencer Hakimian
@SpencerHakimian
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Long bonds down on the day - on a risk off day and an expectation of rate cuts nearing 100%.
Study EM history. Study what happens when currency supply increases by 50% in 4 years. Long bonds are not always a safe haven. They're a safe haven in a very different world than the
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Falling stocks + treasuries worst case scenario. If it continues for long it will significantly impact corporate credit.
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