I don't just mean for Investment grade bonds. This will have a profound impact on 
SPY as well.
Co's have been borrowing cheap to buy back stock and issue dividends. This manufactured earnings
era will come to an end. Without buybacks, the market will struggle. We will see a recession again,
probably withing 12-18 months. How much forward demand has been pulled forward? Watch this one closely
SPY as well.Co's have been borrowing cheap to buy back stock and issue dividends. This manufactured earnings
era will come to an end. Without buybacks, the market will struggle. We will see a recession again,
probably withing 12-18 months. How much forward demand has been pulled forward? Watch this one closely
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.