bullish
Weekly Stock Bullfinder - Week of 2/27
SUMMARY
- After briefly dipping down to around 4.25%, last week saw a new cycle high for the closely followed 2 year Treasury yield breaking through the 4.8% level and ending the week at 4.814%.
- This came off the back of continued unfavorably strong inflation and spending data from economic reports issued over the past few weeks (Core PCE, retail sales, GDP, PPI, etc.).
- With the earnings yield on the S&P 500 is 4.68%, the equity risk premium on the S&P 500 (estimated earnings yield less 10yr treasury yield) is now the lowest since late 2007.
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