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September 01, 2020 10:27am
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Q4 sector review: Assessing the yield surge

In light of the recent surge in global rates, it's time for another review of sector leadership. I will conduct the review in two ways. First, the market will be viewed through a cross-asset framework. Rising yields and a steepening yield curve have been bullish for the value/growth cycle in the past, will this time be different?

As well, the market will be viewed through a conventional technical analysis lens.
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