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What a pullback in yields could mean for sectors


The 10-year Treasury yield has fallen in the three months prior to the first Fed rate cut in every case. Bond proxy sectors have benefitted most from falling yields when the stock/bond yield correlation has been positive. If yields decline and stocks rally, the yield pullback may do little to jumpstart the lagging bond proxy sectors.

Ned Davis Research | Equities | U.S. Sector & Industry Focus | Weekly

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