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RE: The dangerous cocktail of rising global bond yields and falling inflation.
We've reached the end of this bond bull. There is nowhere to go but up (or financial crash) for yields. This is the result of financial repression and ignoring the free market. You can't just print money to buy bonds forever.
Thanks!
PS - US CPI is manipulated nonsense, but I bet we all knew that! Hedonic adjustment is a hell of a drug.
I predict some kind of bond implosion in 2018/9??