Posts Tagged ‘10-year treasuries’
Are We Seeing a Turning Point in Interest Rates?
The fear on Wall Street has hit a feverish pitch. Sentiment surveys have reached levels of bearishness not seen since October 2022.
Read MoreThere’s a Lot Riding on the Current Regime Change
Regime changes are hard. Take, for instance, the current regime change from disinflation and falling rates to inflation and rising rates. As the previous regime lasted for over 40 years, there is a generation of investors who know nothing other than that experience. What makes regime changes difficult is that it requires investors to “unlearn”…
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