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Rob Koyfman of Koyfin on Fundamentals, What’s Happening in the Market, and Building Tools that Level the Playing Field (EP.187)
Panic with Friends - Howard Lindzon
Are Bonyelds Good or Bad for Stocks?
There's not a black and white answer to are bonyields hihr, good or bad for stocks? A, depends onon where we are in the cycle. The bond market dictates what the base level returns, r whet, descant rates, ar in the in the market place. And so i think because we are having this reduction in liquidity, where the fet is going to raise rates in the taper, that is going to put a cap on bonyelds. But based on historyanda based on kind o how liquidity feeds into the bon markets view of nominal growth, i reach the conclusion that bonyel yields are capped for the rest of the
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