24/Sep/2021 08:22 AM[Friday] AUTHOR: Brandon Gum
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10 yr yield is breaking out.
This is after they were down 5% on Monday of this week on Evergrande default contagion fears.
Fed met this week. They indicated tampering(?)
Sentiment trader suggested that lots of money managers are not positioned for a move higher in rates and to be careful of your positioning and know what you own.
IWM should outperform (as they do with rising rates - though I dont understand the text book theory behind this.
Regional banks should do well in rising rate environment.
Growth names that leverage cheap capital will be hit.
No comments on other sectors. Im not there in my development yet.
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--
10 yr yield is breaking out.
This is after they were down 5% on Monday of this week on Evergrande default contagion fears.
Fed met this week. They indicated tampering(?)
Sentiment trader suggested that lots of money managers are not positioned for a move higher in rates and to be careful of your positioning and know what you own.
IWM should outperform (as they do with rising rates - though I dont understand the text book theory behind this.
Regional banks should do well in rising rate environment.
Growth names that leverage cheap capital will be hit.
No comments on other sectors. Im not there in my development yet.
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-If you find this idea interesting please leave a like
-Follow for more
-Comments are always welcomed and appreciated
-Follow for more
-Comments are always welcomed and appreciated
免責事項
これらの情報および投稿は、TradingViewが提供または保証する金融、投資、取引、またはその他の種類のアドバイスや推奨を意図したものではなく、またそのようなものでもありません。詳しくは利用規約をご覧ください。