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.
Mixed policy messages confusing bond markets
The case was made that conflicting signals from senior US officials, from the Fed welcoming higher yields to the Treasury trying to push them lower, have created confusion and undermined credibility.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.