Are 2% Treasury Yields Coming?
He’s expecting a break of 2% on the 10-year this year. That level has come to symbolize a return to pre-pandemic normalcy in the market and economy.
Recent
Gundlach Talks Down U.S. Stocks: Overvalued, Inflating
He said he had recently bought European equities for the first time he could remember and also that Asian equities were much better priced.
Strange Bedfellows: Cramer Defends Robinhood Nation From Buffett
Jim Cramer hit back at billionaire investor Warren Buffett's "patronizing" criticism of retail investor-focused trading apps such as Robinhood.
JPM, LPL Double Down On The Reflation Narrative
To strategists at JPMorgan Chase, now is no time to doubt equities -- as long as Fed Chair Jerome Powell and President Joe Biden are in charge.
Goldman: Get Ready For Higher Yields And Bond Volatility
In a cruel irony, higher real returns for investors will come with the price of higher risk in what was once the most secure asset class of all.
Chasing Fast Profit Growth Is A Time Bomb, Strategists Say
“If the blowout results can’t really move things higher, what can and what will?” asked Carter Worth, head of technical analysis at Cornerstone Macro.
DFA Founder David Booth on Value Stocks' Comeback
This isn't a bubble, Booth says. But it's time for math to separate froth from fundamentals . . . and for "value" to regain its strategic importance.
