The Bond Bulletin by Carley Garner

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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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