Tag: episode_1738

Cyclical & Value Stocks Shift is Durable

March 19, 2021

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RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE

March 19, 2021

Part 1 of 2
It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change.

Meanwhile, the rollout of COVID vaccines is starting to unleash a year’s worth of pent-up consumer and business demand.

That demand is also putting upward pressure on prices and inflation expectations. Those pressures are showing up in the bond market where yields on long-term bonds, the most sensitive to rising inflation expectations are rising. The price of 30-year Treasurys has fallen 15.6% in just three months.
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BERNSTEIN: PANDEMIC EFFECT

March 19, 2021

PANDEMIC EFFECT

Richard Bernstein reflects on how the COVID experience has changed his professional and personal life.

Watch the related WEALTHTRACK episode.

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