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MarketWatch: “Bond market signals interest rates will drop in 2023, but stock investors unsure if that’s ‘good news or bad,’ DataTrek chart shows”

By datatrekresearch in IN THE NEWS MarketWatch: “Bond market signals interest rates will drop in 2023, but stock investors unsure if that’s ‘good news or bad,’ DataTrek chart shows”

Excerpt from MarketWatch quoting DataTrek co-founder Nick Colas:

.... "The U.S. stock market can’t seem to figure out whether the recent decline in Treasury yields is good or bad for equities, according to DataTrek Research.

“The tie between 2-year yields and S&P 500 returns is mostly clear” over the past 16 months, Nicholas Colas, co-founder of DataTrek, said in a note Monday. “When rates are rising, the index drops. When rates stabilize, the S&P rallies.”

But Colas spotted a recent break in the relationship between Treasury yields and equities, where lower two-year rates were “no longer lifting U.S. stocks"....

Read the full article here on MarketWatch!

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