182 days ago • Posted by Jasper Lawler

It's all about rising bond yields - quality & growth vs. cyclical & value

Banks prefer higher bond yields, and tech prefers them to be lower. The U.S. tech and financial sectors are similarly at extremes of valuation. The jaw has to close eventually

source: @johnauthers

#Bonds
It's all about rising bond yields - quality & growth vs. cyclical & value
bg_nwsletter