Public Publication Content
Preparing for the next rate tantrumBy: Pat Tschosik |
We are on watch for a strong reversal in bond sentiment after reaching extreme optimism (i.e. a rate tantrum). During recent rate tantrums, Financials and Tech performed best while Utilities and Real Estate performed the worst. Utilities is on watch for a downgrade and Financials an upgrade.Ned Davis Research | Equities | U.S. Sector & Industry Focus | Weekly
While you wait, explore additional NDR research and solutions.