The Bond Bear Market

I have decided to start writing a daily post without any sort of formal thematic objective. I used to do this years ago, before I started working on TV and my workload there made me pull back from the website. But I don’t think I’ve posted anything like that for a couple of years now. It started as links to interesting websites and morphed into sort of a catch-all commentary. As I bring the daily post back, I’m not sure what form it will eventually take. Let’s just see where this leads us.
But here’s the topic that I have top of mind: the selloff in bonds. The position I have been stressing is one that is counter to the bond bear market narrative. However, this is a longer-term view that stems from the challenges I see to global growth due to income stagnation in the middle classes of the...


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