24/Sep/2021 08:22 AM[Friday] AUTHOR: Brandon Gum
--
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.
======================
--
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.
======================
-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
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
-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
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.