All of a sudden, there was an extraordinary number of chocolate shops in my neighborhood. I thought, 'Somebody has a lot of money to spend on luxury items.' We've got a self-sustaining domestic recovery, and that will lead to higher bond yields. |
Asia is booming right now. Investors believe the outlook for Asian companies is good. Foreign investors will gain higher yields plus some measure of diversification. |
It's more direct; no more beating around the bush. It looks like they're reaching the limits of their patience. |