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Stock Market Rally: Fundamentals vs FOMO
Many Happy Returns
The Negative Effects of Interest Rate Rise on the Stock Market
With interest rates having risen, the gap between equity risk premium and bond risk premium is narrowed. So to me, that says it's a negative for the stock market right? There is the element of there is an alternative now. And so investors aren't forced to go into the stock market as much. Now you can have these things like bond ladders, which throw out cash flows, which are quite reasonable. Roman, you just needed the merest nudge to get back into bonds. But do you agree that we've talked about these risk factors for the stock Market? The banking crisis, the debt ceiling, global slowdown,. Another one is just this big macro change around higher yields on
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