Trump 2.0 has exploded out of the gate, and we’re quickly lining up the best bond buys in response—including an 8.8% payer we’ll dive into below.
“Bond Vigilantes” May Return (But We’re Not Waiting Around)
“Wait, we’re buying bonds now?” you might be thinking. “Aren’t inflation and rates going to tick higher in the new administration?”
It’s a reasonable question. And yes, when rates go up, bonds go down. That’s just the way it works in bond-land.
Tariffs are on the way. Ditto mass deportations. And last I checked, the federal government was running a $2-trillion deficit. (And let’s be honest, DOGE or no, politicians are in no hurry to take that problem on.)… Read more
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