Tag Archives for " 10 year bond yields "

Zero bond yields are not without a cost. Mind the Gap!

Interesting article yesterday on Bloomberg reporting that billionaire Stan Druckenmiller has dumped equities in favour of US treasuries, where he sees 10 year yields dropping to zero over the next 18 months. The two big assumptions however, is that Trump won’t get re-elected in 2020 and that US yields will converge down to those in […]

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War by other means – interest rates

War by other means?  Forget the South China sea, Syria or Korea.  If you haven’t noticed, the EU and China are locked in a high stakes game of chicken with the US over control of the World’s reserve currency, where the weapon of choice are interest rates. While much has been made of Trump’s attempts […]

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