Yields en EEUU para abajo?

Por Citi's Tom Fitzpatrick

Consumer confidence turns after going up for 4 year and 4 months

Overall in an environment where:

• Yields hit the highs of the year at the end of 2013
• The stock market is at the highs and has rallied on the back of on-going Q.E
• The Fed’s “emergency” stimulus has turned a corner / “topped out”
• The US economic recovery is patchy
• Confidence has likely peaked in this cycle
• Inflation is at the lows

Artículo completo: http://www.zerohedge.com/news/2014-01-18/citi-time-yields-correct-lower