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Preparing for the next rate tantrum
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
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