An arbitrage opportunity has come up on the forex and bond market. The USD has strengthened so much that something has to give. Either the USD (red chart) will collapse or U.S. bond yields (blue chart) will collapse.
I have the feeling the U.S. bond yields will collapse. That also means stocks will collapse as people will sell stocks to get into bonds..
I have the feeling the U.S. bond yields will collapse. That also means stocks will collapse as people will sell stocks to get into bonds..
Geen opmerkingen:
Een reactie posten