Felix Vezina-Poirier
@felixavp.bsky.social
Cross-asset strategy/global macro
Ironically, Powell is perhaps Trump's best ally right now. He and tight monetary policy can be the scapegoats for inevitable econ weakness from trade war, all while a sticky front end will put downward pressure on 10y yields which Trump & Bessent want to see lower!
April 18, 2025 at 8:13 PM
Ironically, Powell is perhaps Trump's best ally right now. He and tight monetary policy can be the scapegoats for inevitable econ weakness from trade war, all while a sticky front end will put downward pressure on 10y yields which Trump & Bessent want to see lower!
Reposted by Felix Vezina-Poirier
#bcaresearch
📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2
📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2
February 28, 2025 at 5:42 PM
#bcaresearch
📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2
📉Prior to the pandemic, the correlation between stock prices and bond yields was positive for many years. Starting in 2022, it turned negative, meaning that most months saw either rising stocks and lower yields, or vice versa. 1/2