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The value trade is running ‘way too far and way too fast’ for this stage of the reopening, PNC strategist says

The value trade is running 'way too far and way too fast' for this stage of the reopening, PNC strategist says
The major indexes may be kicking off the month in rally mode, but PNC Financial's Amanda Agati sees trouble under the hood. She believes the rotation into economically sensitive market groups from stay-at-home plays is overdone. "The value side of the equation — that 'go outside'...

Fed policy changes could be coming in response to bond market turmoil, economists say

Fed policy changes could be coming in response to bond market turmoil, economists say
Joggers pass the Marriner S. Eccles Federal Reserve building in Washington, D.C., on Tuesday, Aug. 18, 2020. Erin Scott | Bloomberg | Getty Images While the Federal Reserve may not raise its benchmark interest rate for years, there are growing expectations it may tweak policy soon...

‘This bond market is so radically oversold,’ economist David Rosenberg says

‘This bond market is so radically oversold,' economist David Rosenberg says
Economist David Rosenberg says he made a career by not following the herd, and his bond forecast could be considered the latest example. According to the Rosenberg Research president, this year's rate yield shock surrounding the benchmark 10-year Treasury Note is temporary. "This bond market is...

Rising interest rates may continue to test the stock market in the week ahead

Rising interest rates may continue to test the stock market in the week ahead
Traders on the floor of the New York Stock Exchange Source: The New York Stock Exchange The tug of war between stocks and rising bond yields could set the tone for the coming week, particularly if positive economic data continues to push Treasury yields higher. Friday's February...

Double down on epicenter stocks and avoid Big Tech, market bull Tom Lee suggests

Double down on epicenter stocks and avoid Big Tech, market bull Tom Lee suggests
The Nasdaq's slump may be just starting. Fundstrat Global Advisors' Tom Lee sees a major market shift underway in which Big Tech starts to greatly underperform economically sensitive stocks. So, he's telling investors to double down on epicenter trades, which are positioned to profit as the...

Watch live: Fed Chair Powell testifies before House panel

The Fed could disappoint markets Wednesday, even if it keeps a super dovish tone
Federal Reserve Chairman Jerome Powell testifies before the House Financial Services Committee on Wednesday, completing his two-day virtual swing through Capitol Hill. In remarks delivered before the Senate Banking Committee a day ago, the central bank leader cautioned that the economic recovery remains challenged and...

Stocks will remain attractive despite rising Treasury yields, Morgan Stanley predicts

Stocks will remain attractive despite rising Treasury yields, Morgan Stanley predicts
The market may have turned a corner on inflation fears. But according to Morgan Stanley's Matthew Hornbach, it should have happened sooner. His research shows the rise in Treasury yields will not have a long-lasting impact on the market because it's not the type of increase...

Powell says inflation is still ‘soft’ and the Fed is committed to current policy

Powell says inflation is still 'soft' and the Fed is committed to current policy
Inflation and employment remain well below the Federal Reserve's goals, meaning easy monetary policy is likely to stay in place, central bank Chairman Jerome Powell said Tuesday. Despite a sharp rise this year in bond yields that has accompanied heightened concern over inflation, Powell said...

Market bull Julian Emanuel sees rising Treasury yields accelerating a major leadership change. Here’s how to play it.

Market bull Julian Emanuel sees rising Treasury yields accelerating a major leadership change. Here's how to play it.
While rising Treasury yields create jitters on Wall Street, BTIG's Julian Emanuel is seeing opportunities. The firm's chief equity and derivatives strategist said Monday he thinks economically sensitive stocks, cryptocurrencies and overseas markets, particularly China, will get a boost. "There's a large subset of China ADRs...