TSX:AX.PR.E - Post by User
Comment by
DZtraderon Sep 17, 2023 11:20pm
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Post# 35640730
RE:RE:RE:RE:RE:RE:ARTIS
RE:RE:RE:RE:RE:RE:ARTISOk, one more very last quick comment on yeilds, and it kind of conforms to the aforementioned confluence of cross currents. The one outlier caveat in the cutting of rates is a sizeable macro force in that the three largest buyers of bonds have disappeared, China (political, like what's not anymore), Japan (BOJ policy shift/easing) and the Fed itself (QT, at least for now). Exerts a bit of upward pressure. Hard to imagine especially right now but if things start heading south sooner or harder than expected, guess which one of the three find themselves comfortly back at the table...............HINT, it won't be China, nor Japan!