10yr term premium has fallen while yields remain near their highs, pointing to less bond uncertainty & durable EPS. Subscribe at https://t.co/L9Ye1EZl5G or contact [email protected].
For informational and educational purposes only. Full Disclosures: https://t.co/h9EohdzsbQ
Fed tightening into a strong economy doesn’t have to be bad for markets. If mild restraint helps anchor inflation expectations and ultimately lowers inflation, it can extend the cycle.
For informational and educational purposes only. Full Disclosures: https://t.co/GqqCtZ7w6s
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