Drawing Capital Research

Drawing Capital Research

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Drawing Capital Research
Drawing Capital Research
“Duration Trade” to “Recession Trade”: Early Indications for a Transition

“Duration Trade” to “Recession Trade”: Early Indications for a Transition

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Drawing Capital
May 27, 2022
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Drawing Capital Research
Drawing Capital Research
“Duration Trade” to “Recession Trade”: Early Indications for a Transition
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Summary

  • We introduce concepts related to the "Duration Trade" vs. "Recession Trade.

  • There is a wide divergence in the performance returns of several sample categories of long duration assets when compa…

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