REGIME SHIFT

something we have been watching closely

the chart shows how strongly positive the correlation is now between 10-year Treasury yields and stocks

when yields head lower, it won't be supportive to stocks as it was last year

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Discussion

Thanks for sharing. Wasn’t last year the worst for the 60/40 portfolio?

Don't they have to by offset lower yields by some form of QE and wouldn't that form of QE most likely result in stock price rice?

What else would they let grow?

"stock price rice" has a good marketing vibe compared to "butter and eggs more expensive".

How the heck does one write "rice" instead of "rise". Twice? Ok, let's get coffee first.