As the Rotation Dies, Wall Street Is Blaming the Wrong Flaw in Small Caps
Surging energy prices and rising yields stall market broadening, forcing a return to mega-cap tech and semiconductor dominance.
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The 10-Year Treasury Has A 5% Ceiling – 'Go Long SOXX', Analyst Says
Alpine Macro's Chen Zhao says the Treasury's bond buybacks cap long yields near 5% — and that ceiling is unambiguously positive for equities and chipmakers.
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