Great article! Finally my 10-20 yr bonds are rallying. It takes so long to wait for markets to notice we're heading for deflation after a period of inflation. Similar to 2008 but hopefully AI construction softens the blow for us this time. I'd love a soft landing and gentle downward move in the whole yield curve by 1 percent. 2% for the two year and 3% for the 10 year sounds ideal to me.
Great article! Finally my 10-20 yr bonds are rallying. It takes so long to wait for markets to notice we're heading for deflation after a period of inflation. Similar to 2008 but hopefully AI construction softens the blow for us this time. I'd love a soft landing and gentle downward move in the whole yield curve by 1 percent. 2% for the two year and 3% for the 10 year sounds ideal to me.