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Re: bonds - it's not that crazy to think that high inflation may be behind us, and things settle down soon. 8% YoY is the trailing number, we have no idea what
by grogers 4y ago
Re: bonds - it's not that crazy to think that high inflation may be behind us, and things settle down soon. 8% YoY is the trailing number, we have no idea what the leading number will be.
It's also not that crazy to think that rising rates causes a deflationary crash in the next year or two and causes the fed to drop interest rates back to zero (and thus, bond prices to go up). Honestly if the US 10yr treasury goes over 4% I would probably buy some, though it seems unlikely to happen.