There has been enormous focus on bond supply as a determinant of long-bond yields, but macro fundamentals and Fed policy still dominate
The Return of the Bond Vigilantes or the Start of the 'Roaring 20s'?
The Return of the Bond Vigilantes or the…
The Return of the Bond Vigilantes or the Start of the 'Roaring 20s'?
There has been enormous focus on bond supply as a determinant of long-bond yields, but macro fundamentals and Fed policy still dominate