German Bund Yields heading higher again

9 Des 2022

Been calling this the last few days. German Bund yields beginning to break back higher again. Inflation NOT transitory. ECB next week. Could be headed back above 2% soon.

15 Des 2022

Catatan

Now 2.04% and likely headed to 2.25%

20 Des 2022

Catatan

Now 2.3% and likely headed for 2.5%+ over coming weeks/month or two

23 Des 2022

Catatan

Bund yield now +50bps in the last 2 weeks to 2.40%. Just a short hop to 2.5% over next week or two.

27 Des 2022

Catatan

Bingo 2.5%. Next stop is 2.55%+ which would be 11 year highs......

6 Jul 2023

Catatan

Been posting about the generational bull market in inflation and yields since the 2020 lows. Will take many years to play out. 10yr Bund yields now near to 2.7%.