rsmracks
Sep 28, 10:05 AM
$SPY $TLT $VGIT $SGOV $VCIT
“Bloomberg’s Markets Pulse survey of 173 macroeconomic and market participants revealed today that over 50% of them expect the 30-year yield to be higher than 6% by the end of 2026.”
“Why buy now if you think you can get a 6%+ yield in a few months? This would be the highest yield since the roaring Dotcom Bubble year 1999. Those fence sitters are going to stay on their fence.”
Just keep in mind, I’ve mentioned several times that the TLT could fall into the
$60’s
At that point, are risk equities worth holding, when you could get 6+% yields on the TLT?
Buy in the
$60’s and when The FED ultimately has to cut rates at some point, get capital appreciation as the TLT moves back to
$100+
A lot to digest in the markets as we head into 2027.
I’m not scaling into my bond fund picks yet, but I will be.
https://wolfstreet.com/2026/09/25/long-term-treasury-yields-rise-to-5-5-mortgage-rates-to-7-5-as-bond-market-grapples-with-a-complex-reality/
3 replies