Trump, inflation and cheap bonds

15 December 2016

 

Stephen Fisher is the principal of First Degree Global Asset Management based in Hong Kong and a YieldReport contributing writer. He writes about markets in a refreshingly forthright manner and in his latest missive looks at the Donald Trump phenomenon and what it means for global bond rates. He contends that markets have anticipated “Trump-flation” and are in the process of pricing bonds accordingly. He is however sceptical that Trump...

read full story