- The US rebound from the Q3 slowdown is in full bloom. The economy certainly looks like it is on solid ground right now.
- So, why in the world are bonds rallying? The 10-year Treasury yield fell 10 basis points on Friday after the payroll report.
- The movements in bond markets today are not - mostly - about the economic data being released today. The incoming data obviously has some impact, but really what bond market players are trying to do is look ahead to next year.
- What is it that bond traders see that has them marking down future growth?
For further details see:
Weekly Market Pulse: Discounting The Future