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When Personalities Lead the Markets what might follow?
Blain’s Morning Porridge May 21st, 2026 – When Personalities Lead the Markets what might follow?
“Second prize is a set of steak knives…”
I know I should be talking about bond yields and inflation risks, but sometimes we have to stop and listen to the noise. Trump, Musk and Bill Winters. When our idols say, do and enact stupid things there are always consequences. This is a market perhaps too focused on the personalities, and not enough on the realities.
The markets are getting worried about bonds. I am watching. But there are lots of other things to consider this morning when trying to…
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