Morgan Stanley’s Sheets Says Get Ready for Higher Real Yields
Brace for fresh waves of stock volatility as the world’s biggest bond market adjusts to a post-pandemic era.
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Jeffrey Gundlach Sees ‘Recessionary Pressure’ Building With Inflation
Gundlach said he was right to predict high inflation, it might have topped 7% in 2021 and that it could “peak out” in the first half of this year.
Paul Tudor Jones Says Powell Has a Lot of Catching Up to Do
The inflation trades and those that have performed best since March 2020 will be challenged and will probably do the worst on a relative basis.
Traders Follow Goldman Call as Cash Piles Into March Rate Hike
Traders are following these calls, putting cash to work in February Fed funds futures, driving an explosion in open interest.
Mark Mobius Sees ‘Much Much Higher’ U.S. Yields on Inflation Risks
Veteran investor Mark Mobius said the recent spike in U.S. Treasury yields has room to run.
Mark Mobius Says Markets Will be Very Different in 2022
Mark Mobius says markets will be very different in 2022, suggests going back to basics.
Great Stock Rotation Has Legs, Wall Street Pros Say
First week '22 trading laid bare long-standing fears rising bond yields Achilles’ heel of richly valued companies fueling biggest rotations in years.
