One of the big themes I've been looking for for the second half of this year and into next, is falling real rates. The thesis in a nutshell is that Trump's policies are inflationary and huge level of sovereign debt cannot be serviced at materially higher levels. In other words, inflation to pick up and interest rates to find a ceiling somewhere soon.
It might be starting now - https://pbs.twimg.com/media/DhKYRqkXkAEofW5.jpg:large
One of the big themes I've been looking for for the second half...
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