juju allen
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fed target rate 2023 going to be as high as 4.6%. us2y follows the fed rate closely. looking at the chart, upside is limited. monetary authorities of other countries will rebalance and cause the usd to weaken. fed is reducing its balance sheet, this is pushing up yields too. conclusion, yields will stay high and make new highs because of the shrinking balance sheet. sell some usd denominated stocks and sell some usd as a hedge. you can buy more of your home currency denominated stock...
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juju allen
voted
Six months ago, these High Yield & Leveraged Bonds (HYLB) experienced a mass investor exodus.
But now, we see big investors like BlackRock ( $Blackrock (BLK.US)$ ) and KKR ( $KKR & Co (KKR.US)$ ) are buying them.
Besides BlackRock and KKR, PIMCO are also spending billions buying European HYLB.
So, how much have you invested in High Yield & Leveraged Bonds (HYLB)?
That's all for today.
Remember to show your support by follow, like, shar...
But now, we see big investors like BlackRock ( $Blackrock (BLK.US)$ ) and KKR ( $KKR & Co (KKR.US)$ ) are buying them.
Besides BlackRock and KKR, PIMCO are also spending billions buying European HYLB.
So, how much have you invested in High Yield & Leveraged Bonds (HYLB)?
That's all for today.
Remember to show your support by follow, like, shar...
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