Tuesday, March 26, 2019

Does the US 10 Year Bond at 2.45% Signal Upcoming Recession?

We have had a huge run up in assets and bull run was extended by US Corp Tax Cuts.
Does the US 10 Year Bond at 2.45% Signal Upcoming Recession?

Time will tell. However it seems like a prudent time to reduce leverage and await better opportunities. Most large P/E managers have lot of cash waiting to deploy. The investor mood is soured by global macro issues but this is not reflected in market valuations.






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