State of the Tech Trade 7/11/23
Halftime Report
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The 10 Year Back Below 4%
Rates, we got tested a little bit for yield sensitivity in the last week or so. I guess arguably have passed that test. Quiet markets tend to be more bullish than not. We'll discuss again today. See where his view is. Dan Ives, he's not been negative. Says 12 to 15 percent on big cap tech for the rest of the year.
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