10-20-2018, 01:11 AM
Even a slight acceleration in wages and consumer prices "could produce an outsized and surprisingly aggressive response from the bond market," Jim Paulsen, the chief investment strategist at Leuthold Group, wrote in a client note. "The 'real' killer for bond investors may yet be forthcoming — the reestablishment of an inflation buffer, or 'real yield.'"
A 'real killer' in bond market threatening after decades in hiding - Business Insider

