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01

Wall Street Is Mapping Stock Trades for a Post-Bond Bubble World

By Tony Seruga

It may be time to pare down high-momentum stocks, ISI says
BofA’s Subramanian says look for companies with yield growth

Alan Greenspan says don’t kid yourself, if the bond market blows up the collateral damage to equities could be extensive. But does that mean you need to bail from the market completely?

Blueprints are starting to surface from Wall Street’s brightest minds on how to manage a portfolio should the Federal Reserve withdraw more stimulus and interest rates rise. It’s an issue that was brought to the fore this week when the former Fed chairman warned that fixed-income markets are in a bubble whose deflation will have implications for all assets…

Wall Street Is Mapping Stock Trades for a Post-Bond Bubble World

Categories : Finance

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