Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn

Rates around the world remain in a bear market (likely a structural one), and both the ECB and BoJ tightened last week. The Fed model remains a left tail risk for equities, in my view. https://t.co/rn