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David Rosenberg: Secular Bull in Bonds is Dead, but Expect a Near-term Rally

Cullen Roche -

David Rosenberg is sticking with his long-term call on the end of the US government bond bull market, but he says we could see a near-term rally due to 4 factors:

  • Treasuries are oversold.
  • Sentiment on bonds is extremely negative.
  • Sizable net speculative short position in bonds.
  • Yield curve has hit near maximum steep levels.

bonds

 

Source: Gluskin Sheff

About Post Author

Cullen Roche

Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds. Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances. He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.

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