The Anti-Reflation Story Is The One That Mattered, And The Treasury Market Isn’t The Only One Telling It

By |2018-01-03T12:38:39-05:00January 3rd, 2018|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The Treasury market isn’t the only place where the idea of “globally synchronized growth” is proving a tough sell. The collapse of the yield curve suggests, in fact, it isn’t being bought one bit. Apart from bonds, US companies aren’t warming to the economic warming, either. The labor market apart from the unemployment rate remains suspiciously subdued. According to the [...]