Bonds may be the most hated asset class, but the setup is turning attractive
Bonds may be the most hated asset class, but the setup is turning attractive. Market participants are assessing the implications for related sectors and asset prices. Analysts note that this development may influence near-term trading sentiment and positioning across equities, rates, and commodities.
Meridian View
Meridian Intelligence View
Meridian Intelligence view: Rate and jobs data often justify intervention, yet credit expansion drives cycles. Focus on money supply and real savings shaping the capital structure, not central bank rhetoric.