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22min chapter
Global Macro: The Hidden Force Behind Market Movements ft. Cem Karsan
Real Vision: Finance & Investing
Rising Yields and Market Predictions
This chapter analyzes the recent surge in US Treasury yields, particularly the 10-year and 30-year bonds, and examines their implications for risk assets and equities. Drawing historical parallels, it discusses the challenges of navigating a high yield environment and potential market turbulence. Market predictions for the S&P 500 are also made, with forecasts of both temporary rallies and significant declines in the coming year.
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