Macro Digest: Bond alert and why China rules the world

By the end of this year Chinese PPI will have tipped positive and the US economy will weaken again. Meanwhile the US deficit will deepen and foolish central banks will keep on spending imaginary money. All the more reason then to go underweight in government bonds.

from Steen Jakobsen - Authored content https://www.tradingfloor.com/posts/macro-digest-bond-alert-and-why-china-rules-the-world-7982310?utm_medium=tf4-feed&utm_source=extract