Couple of my partners have been short bonds for months, they just closed most of them, holding a core until whenever. I dont trade bonds much other than hiyield/junk but do pay attention to them.
Covid threw a few monkey wrenches into things. I though that the fed might look at raising rates by now. The market it saying it must happen. Once it does then I think the long side will be a play maybe later this year..
But it doesn't change my interest in PMs.
If you loot will we shoot? Well punk ya feeling lucky?
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