So what about that FOMO for yield investors? Alec Young at MAPsignals cites falling bond yields as a main factor in why he believes the lows are in for stocks: “Shorting long bonds worked so well, for so long, it became a very crowded trade. Now yields are falling as positioning normalizes,” he wrote.
Trillions in Cash May Trickle Back into Stocks
Thank you Bob Pisani at CNBC for sharing MAPsignals take from our chief investment strategist Alec Young’s latest Macro piece: 3 Reasons the Market Lows Are In.