
Is There Pain Ahead for Risk Assets?
Real Vision: Finance & Investing
00:00
Bonds and Bonds - I Love That Shirt
Dale: I think stocks and bonds are giving such different messages. We could have a pullback in the 10 year yield, maybe back to 360. That should be good for things like metals. If yields fall and it doesn't propel stock prices then Houston, we've got a problem. Narrative will shift from inflation to growth. And that's what the market faces next.
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