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All of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and are now bullish on bonds. The timing is suspect at least in terms of the “September effect” which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the data point – and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds.Video Length: 00:18:48More By This Author:The Monetary System: Something Huge Changed In July China Shocked The WorldThe Hidden Indicators Every Investor Should Watch Out For
