I don’t ever claim to have certainty on these things.
I think the risk of stagflation is very real.
Long term bonds will probably get crushed if that scenario comes to fruition.
I think the risk of stagflation is very real.
Long term bonds will probably get crushed if that scenario comes to fruition.
Comments
If trump starts trade wars, lots of prices including energy could go up.
I think it’s smart to spread your bets, but personally I am not going long duration bonds yet. Maybe if rates get over 7%