Dario Perkins
darioperkins
Been getting lots of questions about bond-equity correlation, the subject of my Macro Picture this week. Issue has gone mainstream in part because of what happened in March, when yields
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My sell-side mentor @rlind67 always discouraged 'elbow forecasts'. eg saying something would go down, before strongly rebounding. It confuses clients & looks like hedging your bets. But with the inflation
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