5min chapter

Forward Guidance cover image

Where The Next Big Bond Trade Is Hiding | Harley Bassman

Forward Guidance

CHAPTER

Navigating Equity Markets and Bond Yields

This chapter explores the complex dynamics between equity markets and long bond yields, focusing on how interest rate changes impact stock performance. It emphasizes the role of nominal GDP and inflation in shaping stock values, along with the importance of strategic portfolio management to mitigate risks in volatile markets.

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