CPI 0.6 BUT Diesel levels off

Bonds have been down for 7 months (Mar-Sep) …and will have a 3 month up-cycle now (slow-medium-fast) as commodities + others fall. It’s all about inverse-correlation – NOT rate rises.

You can have +ve correlation with rate rises AND you can have inverse-correlation with rate rises.

This entry was posted in Uncategorized. Bookmark the permalink.