The bond market and the stock market - not any other markets.
I think this is going to be a reality very soon.
People have kept Covid-19 aid money in cash balances. On the business side, corporate cash balances are at all time highs.
So the government has to do something to get people to spend, right?
Or what?
People haven't stopped buying bonds, even with the meager bond yields in contrast to the amazing returns the last few years on the stock markets.
And without a doubt many big name stocks are all 'present future value' to the extreme (Tesla for one obscene example).
So what gives?
Who gets?
Where is this going, when, and how it will affect stock prices (incl. dividends) and bond yields?
Your thoughts please.
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