The Bond Bulletin by Carley Garner

deflation scenario and Fed buying treasuries and you want to be long yield, short price. Absolutely nonsensical.
 
Most commentaries are screaming the Treasuries rally is a bubble. I don't think a change in trend will come until we see the economy improves.
 
Fed is going to buy Treasuries to push down long-end rates. Fighting central banks are generally not good ideas.
 
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