WS #15514
Holding: newest synthesis is 3d 8h old
ECB official Lane stated that governments must be realistic about the changed interest rate environment, reinforcing the view that rates will remain higher for longer. This, combined with oil-driven inflation fears, is pushing Treasury yields higher, which is bearish for growth stocks, REITs, and high-multiple tech names.
Macroeconomic Policy and Rates
ECB official Lane stated that governments must be realistic about the changed interest rate environment, reinforcing the view that rates will remain higher for longer. This, combined with oil-driven inflation fears, is pushing Treasury yields higher, which is bearish for growth stocks, REITs, and high-multiple tech names.