BOND Bullish
Banks are preparing for further disinflation, not inflation
US Treasuries to remain well bid amid COVID-19 resurgence
Speculation on lower rates as long as US economy struggles to recover
European Commission to undertake borrowing on the capital markets for first time
Fed's strategy is to avoid inflation expectations slipping
Central bankers don’t have policy tools against asset inflation
If interest rates go down, bond prices go up
Massive fiscal stimulus programs worldwide expected.
Political chaos in Europe forces capital into US bonds.
BOND Bearish
Another stimulus, more than $2 trillion
Joe Biden to push additional relief packages, implying higher government debt
Rising interest rates to torpedo the bull market
Billionaire hedge fund manager warns of 10% inflation
The Fed chasing inflation, nominal GDP could rise big time
Fed can control yield curve
Central banks are nowhere close to raising rates
Ratio of downgrades to upgrades in credit ratings of leveraged loans spikes to a record level
Firsts overdue rents and loans
A new normal in the US
EM countries to sell US bonds in order to help their economy and currencies
Central banks moving to zero rates
Failed auctions: investors can't accept negative yields
Banks are preparing for further disinflation, not inflation
US Treasuries to remain well bid amid COVID-19 resurgence
Speculation on lower rates as long as US economy struggles to recover
European Commission to undertake borrowing on the capital markets for first time
Fed's strategy is to avoid inflation expectations slipping
Central bankers don’t have policy tools against asset inflation
If interest rates go down, bond prices go up
Massive fiscal stimulus programs worldwide expected.
Political chaos in Europe forces capital into US bonds.
BOND Bearish
Another stimulus, more than $2 trillion
Joe Biden to push additional relief packages, implying higher government debt
Rising interest rates to torpedo the bull market
Billionaire hedge fund manager warns of 10% inflation
The Fed chasing inflation, nominal GDP could rise big time
Fed can control yield curve
Central banks are nowhere close to raising rates
Ratio of downgrades to upgrades in credit ratings of leveraged loans spikes to a record level
Firsts overdue rents and loans
A new normal in the US
EM countries to sell US bonds in order to help their economy and currencies
Central banks moving to zero rates
Failed auctions: investors can't accept negative yields