Bonds in Neverland… Dr. Ed – Commodity Research Group

August 23, 2019 by Jim Colburn Leave a Comment

Ed Yardeni has a nice piece on bonds, here… I was reminded how hard forecasting is when I read this part:

”During 2018, when the 10-year US Treasury bond yield was rising toward last year’s high of 3.24% on 11/8, there was much chatter about its going to 4%-5%. For example, on 8/4 at the Aspen Institute’s 25th Annual Summer Celebration Gala, JP Morgan Chase Chief Jamie Dimon warned that the 10-year US Treasury bond yield could go much higher: “I think rates should be 4% today. You better be prepared to deal with rates 5% or higher—it’s a higher probability than most people think.””

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