Henrik Zeberg Says Bond Yields Will Collapse: The Cycle Thesis, Examined
Henrik Zeberg, the Swissblock strategist, is calling the most contrarian trade in the market: bond yields are about to collapse, the recession has already been signalled, and the bitcoin top is behind us. This episode states his cycle framework at full strength — inflation lags the labour market, and a payroll run-rate near thirty thousand sits where the previous eight recessions began — then sets it against the record. It reports where he beat the tape, concedes the credit-spread test he supplies that this series should have built itself, and marks the destination trades in dollars, gold and equities that have already turned against him. Where the mechanism holds and the clock is soft, this examination says so plainly.