There was a lot to unpack in Michael Hartnett's latest Flow Show, in which he detailed the just released report from BofA's thematic group analyzing "The Big 10 Themes for the Next 5 Years" (available to pro subs), and we'll get to that in a bit, but first a quick recap of his latest qualitative observations which are for the most part, a continuation of his "bond bullish" theme discussed last week, with the CIO once again underscoring that there is a potential "twin peaks" in bond yields (5% on 30-year UST)...
... but also in the US$ ...
