Buckle Up for the Bond Market Meltdown
AAS Economics
Tue 17 Jun 2025 - 15:00 BST / 10:00 EST / 16:00 CET
Topics
● Growth and inflation align upwards from late 2025
● Money supply factors are driving both outcomes
● US bond market is vulnerable and likely to suffer
● Which way will the curve change?
● Liquidity is also draining from equities
● How should we allocate across stocks and bonds?
● Will this coincide with a bursting of the gold bubble?
