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DTUS - Bonds Are Saying Something - We Should Be Listening: Part II
Barclays Bank PLC ZC SP REDEEM 13/08/2020 USD 50 - Ser A 06740L519
A little over one month ago, I penned a research note titled, "Bonds Are Saying Something - We Should Be Listening," in which I gave a comprehensive analysis of interest rates and discussed the opposing messages in the stock market and the bond market.
While some readers took this analysis to mean that I am bearish on the stock market or short the stock market, this is not the case as I am actually long equities on a net basis.