In a recent post Bill Gross is once again ringing the alarm on bonds and, maybe, stocks. Very logically, he asks how can bonds survive the end of QE plus high inflation without yields rising over 2% for the 10 year Treasury? Ditto for stocks if earnings don’t grow at double digits.
Here’s his post
PS I’m still on Blanche DuBois vacay mode, relying on the charity of others’ posts 😜😜