The tweet was deleted by the author.
But we saved everything 🙂.
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, highlights key questions about the meaning of rising long bond yields.
He asks whether this trend signals a potential debt crisis, a loss of faith in the system, expectations for higher growth or inflation, normalization of the yield curve, or high future bond returns.
Carlson has previously analyzed major market risks stretching back a century. He has also observed that the current unemployment rate is below historical levels from 1970 to 1998, with labor force participation near previous benchmarks. These topics have informed Carlson’s recent commentary on market trends.