Zortix matched this thesis to Rates & bonds ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Bond vigilantes clearing throat on fiscal deficits
The guest argued that the recent bond market sell-off was not a vigilante action but a 'clearing of the throat' in response to high deficits and nominal growth, signaling a new era of competition for capital.
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