Cycles Against Trends (guest: Alfonso Peccatiello)
The Market Huddle
00:00
Bond Bulls and the Economic Slowdown
"I honestly think that there will be a point where there's going to be a risk off event and it may not happen immediately," he said. "If we saw that, I still believe that we would have a very natural intermarket relationship of yields down and US dollar rising in a period where risk assets are being liquidated" He says the next crisis is going to occur from the bond market, not from the stock market.
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Transcript
