Stocks and Bonds believe in different realities.

Podcast: Blain's Morning Porridge · Bill Blain

Opublikowano: 2026-10-07

Blain’s Morning Porridge October 7th 2026 “In stocks there are hopes and dreams. In bonds there is brutal truth.” The equity rally to yet new all-time-highs feels unconvincing. Expectations of inflationary pressures easing and a return to upside growth are not shared by bond markets which are concerned at signals of higher borrowing costs as governments fail to rein in fiscal programmes. A fall in oil prices will help but won’t solve anything. Key Takeaways: Booming US Stocks reflect optimism about corporate earnings and lower interest rates. Bond markets are far more conc...