bullish
Value Rotation Is Here Again
SUMMARY
- A tough start, the new year has not started very well, especially for some asset classes.
- In the first days of the year, the 10-Year Treasury Yield rose sharply, going from 1.5% to 1.75%, a very large move (25 bps).
- It is clear that the sector rotation is back, and that value stocks are now overperforming growth stocks again (as already happened in the first half of 2021).
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