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Friday, January 13, 2017

Bond Market Volatility - Lessons from the Past

http://viableopposition.blogspot.ca/2017/01/bond-market-volatility-lessons-from-past.html

"On balance, then, more than to a 1994-style meltdown, fixed income assets seem about to be confronted with dynamics similar to the second half of the 1960s, coupled with complications of a 2003-style curve steepening. By historical standards, this implies sustained double-digit losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banking systems with a large home bias."

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