MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
Macro Voices
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Is This the Buy the Dip Opportunity?
Eric Liu: Some people say this is the buy the dip opportunity in the bond market. He says he thinks that's a fallacy because growth is slowing and you want to get back into it. The only reason why our bond yield structures were as low was because of ECB, BOCF policies, but they're reversing their policies at present,. Liu: I'm very worried that if we do not get this collapse in activity in Europe, then bond yields will look 100 basis points out of whack.
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