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This Safe 4% Bond Yield Is A “Best Recession Bet”

Generally, recessions are bullish for bonds. Which makes this 4% bond yield a “best recession bet.”

Why are we talking bonds when, over the past 18 months, they have all been crushed? Well, that’s the reason. The cure for poor bond performance is the high yields that are now staring us in the face. We look forward, not backward.

This post originally appeared at Contrarian Outlook.