Farewell to Low Inflation & Welcome to Higher Rates | Alpha Insights

Farewell to Low Inflation & Welcome to Higher Rates | Alpha Insights

Farewell to Low Inflation & Welcome to Higher Rates | Alpha Insights

Description

  • Farewell to low inflation, expecting more consistent higher inflation over the next several years.
  • Treasury yields climb, as the 10-year nears 3% could the next step be at 6%?
  • Technicals, internals and sentiment all point to a bearish case.
  • Top Picks: Long ZEUS ; Short SONY.

Speakers

  • Alpha Insights

    Jeffrey Huge, Alpha Insights,

  • Director

    Mehdi Sunderji, Director, OETV

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