Bond prices peaked (yields bottomed) around the world over the...

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    Bond prices peaked (yields bottomed) around the world over the last 2 years.

    Major global stock markets topped late 2021 thru early 2022.

    Commodities, oil, gold & silver peaked during March this year hence all the focus and hype about inflation, a lagging indicator, which has seen central bankers raise rates urgently and dramatically to deal with an issue which is already in decline thereby will create more harm than good (just as they did heading into the GFC).

    Inflationary pressures will quickly turn deflationary as the reality of a global recession dawns which will force central bankers into an embarrassing backflip and urgent rate cuts - just as they did during the GFC too.

    History may not repeat, but it sure does rhyme.
 
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