Keep Calm and Manage the Volatility
Real Vision: Finance & Investing
00:00
The Great Rotation in the Treasury Market
The markets were spending a long time exercising that great rotation where natural, natural resources were gaining over technology. Now the market's got a price that in we see a huge pull back in he break even five year Treasury yields. And i'm still pretty confident that the commodity i of the trade, and natural resources side of the trade can level off due to the supply side scenarios across commodities. I mean, there is all the damage that you want to look for in the commodity space. There are stocks which are now in such severe bear markets that they're in danger of crashing.
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