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Ben Carlson observes that while there is widespread concern over rising government bond yields, stock markets in the U.S. and Japan continue to climb.
He questions whether higher bond yields might simply reflect an adjustment to expectations for stronger economic growth and inflation.
Carlson has recently highlighted that the U.S. unemployment rate is now below levels seen from 1970 to 1998. He also reported on his company’s decision to reduce staff after efficiency gains from AI led to a 50 percent decline in its stock price. These observations come as he continues to track economic and market developments.