Lyn Alden and Michael Oliver return as guests on this week’s program.
Even though M. Oliver has been bearish on U.S. Treasuries, his analysis persistently convinced him it is not yet time to pull the plug on the U.S. T-Bond. However, his work has also persistently pointed to a rise in commodity prices and long-term dollar decline. He awaits his momentum and structural analysis to dictate Treasury plug pulling time. He suspects rising levels of inflation will trigger a rate rise explosion that leads to the Fed’s loss of control of rates which will in turn trigger stock market carnage.
Lyn explains how rising rates impact equity markets and if she can perceive of market dynamics that might cause central banks to lose control over rates. We ask M. Oliver for his latest T-Bond rate analysis & other key market analysis.
