Bond markets ahead of equity mkts by 6-12months. 10yr Gsec yields have eased from 8.20% to 6.5%. Will equity mkts follow this time also with a lag? Credit premium at elevated levels.Risk aversion is high. It’s always darkest before dawn. pic.twitter.com/mng74uA1u7
— Pankaj Tibrewal (@pankajtibre) September 17, 2019
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