BHK - Sentiment Snapshot: Big Questions For Bond Bears And Reflation

This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium term views and biases. Not only that, they seem to be flying in the face of a range of crowded and consensus trades. In short, the bond selloff is being called into question, and if you have questions on bonds, then you're probably going to end up with questions on the whole reflation trade...

This series of articles looks at the results from the weekly surveys I run