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Why SocGen Thinks The S&P Could Fall To 2,482

"...the ability of equities to absorb higher bond yields is rather limited."

"...the ability of equities to absorb higher bond yields is rather limited."
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2 comments on “Why SocGen Thinks The S&P Could Fall To 2,482

  1. Is Jean Marie Evillard still there? he was buying gold & mining stocks when it wasn’t cool in late 90’s – Finally paid off in early 2000’s

  2. I’ve noticed that on Fed bond maturity days (today)…the following market day the 10 year yield seems to increase. Fed balance sheet is dropping by 24 billion after today and then another 33 billion on 11/15. Based on some articles by the macro tourist in the past (which H has been so kind to link)…SPY has been down most times….and I’ve noticed most times TLT is down and TBT is up…guess we will see tomorrow

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