Bonds To Outperform Stocks? BofA’s Savita Subramanian Says S&P 500 Returns May Fall Below 5% Over 10 Years
Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, said in an interview with Bloomberg TV that the S&P 500 may not even provide returns of 5% over the next 10 years.
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Bonds To Outperform Stocks? BofA’s Savita Subramanian Says S&P 500 Returns May Fall Below 5% Over 10 Years
Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, said in an interview with Bloomberg TV that the S&P 500 may not even provide returns of 5% over the next 10 years.
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Is It Time To Buy Bonds? Longtime Bear Jim Bianco Turns Bullish As US 10-Year Yield Hits Highest Since 2002
Jim Bianco, President and Macro Strategist at Bianco Research, said in a CNBC interview that, with yields rising, bonds are finally trading at a fair value, making it a good time to invest in them.
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Bond Markets Functioning In An ‘Orderly’ Manner? El-Erian Calls IMF's Reassurance 'Highly Unusual'
The IMF’s comments come as government bond yields worldwide, including in the U.S., have been climbing to multi-decade highs.
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US 10-Year Treasury Yield Soars To 24-Year High: Will The Selloff Continue?
The U.S. 10-year Treasury yield soared past 5.3% on Wednesday, while 30-year yield crossed 5.6%.
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Scott Bessent Says US Bonds Are ‘Best Performing’ As 10-Year Treasury Yields Touch 2007 Highs — Do Bond-Market Data Back Him Up?
In an interview with CNBC on Monday, Bessent said the U.S. bond market “is the most resilient in the world,” adding that it will have been “the best performing bond market” this month.
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Is The $4B Treasury Buyback A Policy Mistake? Bessent’s Mentor Thinks Yes, But Some Say ‘Don't Fight The Treasury’
Stanley Druckenmiller, the American investor who also mentored Treasury Secretary Scott Bessent in his early career, suggested in an opinion piece on Wall Street Journal that the U.S. Treasury’s buyback move was a policy error.
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Fed Just Changed The Game, Says George Noble: Has Warsh's Higher-For-Longer Policy Displaced Hormuz Concerns?
In a Substack post, George Noble said Fed Chair Kevin Warsh’s refusal to provide a dot plot in the latest policy statement was a deviation from the Fed’s long-term approach.
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ETF Strategies to Follow as Powell Hints at September Rate Cuts
Fed Chair Powell signaled a September rate cut, triggering rallies in stocks, bonds and cryptos. ETFs like GOVT, SDIV, SPYG, IBIT, VNQ and XLU are set to gain.