European Bonds
paulpodolsky.substack.com
German bonds look like Japanese and American bonds—vulnerable, though for slightly different reasons.
As always, I work through a framework. I look at what is discounted, what is going on with the economy and future, known flows.
Keep reading with a 7-day free trial
Subscribe to Things I Didn't Learn in School to keep reading this post and get 7 days of free access to the full post archives.