2min chapter

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Episode 31: Post-FOMC/SVB Analysis

Guggenheim Macro Markets

CHAPTER

The Dislocations in the Banking Sectors

We're still at historically high yields that you haven't been able to accomplish within the fixed income market or attain in quite a long time since basically the financial crisis. What we tend to like more structurally over the long term is other areas of the financial sectors such as insurance and other smaller categories that generally trade structurally wide. And how about just the top line yields? Have those come down with the treasury curve? They have to some degree, but again, looking much longer term,.

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