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Who's Right? Bonds (& VIX & Hard Data) Or Stocks

One of these things is not like the other…

The 30Y Yield just dropped back below 3.00% once again and 10Y is back at February lows – what happens next?

 

Despite the exuberance of hope, protection is heavily bid…

 

And if Utility stocks’ demand is anything to go by, bond yields have a long way to fall…

 

Finally – absent the hope-strewn soft-survey data, ‘hard’ data has decidedly deteriorated…

 

So who’s right? Stocks… or VIX and Bonds and Real macro data?

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