Over the past few days, the narration around Bonds has really caught on. With bond yields across the globe recovering sharply from lows, there are a lot of questions about the current stock market rally, the impact of bonds on the bull-run, whether we should prepare for a sell-off etc.
Let’s try and address some concerns through this post where we talk about the impact of bonds and the US dollar on the ongoing stock market rally. [Read more…]