Trying to hear what's not being said
October 1, 2024 Leave a comment
Broadly, interest rates (2 year government bond yields) are now between 20% and 25% below their peaks and are trading at levels last seen 18-24 months ago.
I think it’s near time for many to re-finance their debt.
From here on in, those companies still carrying much debt, better be seen to pay lower interest expenses over the coming years.
July 12, 2024 Leave a comment
U.S. inflation has nearly reverted back to its 200 week moving average.
Whether it sees 2% or not, is mute. It has abated and mean reverted.
Such mean reversions are honoured more so after such parabolas.
The bet is now whether interest rates follow……and what that means for various asset classes and business sectors.
The U.S. 2 year government bond yield is the orange line.
July 12, 2024
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 