German Bund Yields heading higher again

2022年12月9日

Been calling this the last few days. German Bund yields beginning to break back higher again. Inflation NOT transitory. ECB next week. Could be headed back above 2% soon.

2022年12月15日

ノート

Now 2.04% and likely headed to 2.25%

2022年12月20日

ノート

Now 2.3% and likely headed for 2.5%+ over coming weeks/month or two

2022年12月23日

ノート

Bund yield now +50bps in the last 2 weeks to 2.40%. Just a short hop to 2.5% over next week or two.

2022年12月27日

ノート

Bingo 2.5%. Next stop is 2.55%+ which would be 11 year highs......

2023年7月6日

ノート

Been posting about the generational bull market in inflation and yields since the 2020 lows. Will take many years to play out. 10yr Bund yields now near to 2.7%.