Why February 12 was an Inflection Point
March 3, 2021    Jordi Visser
Bloomberg Finance L.P.
Jordi has adapted his current market view to reflect the recent shifts in the fixed income markets combined with the unique alignment of the upcoming stimulus, the change in season and recent changes in a vaccine, covid and reopening trends. Jordi highlights why February 12th was the start of a regime shift.
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TOPICS: CYCLICALS, FIXED INCOME, INFLATION, REFLATION, VALUE, YIELD