I dropped by The Morning Show on Stock Market TV and a chance to catch up with JC & Steve. It was a wide ranging conversation that touched on everything from housing market activity to headlines in my local paper; from what is happening with bond yields to sell-side analysts having to play catch up (and how those each could impact the equity market). My segment begins at the 25:00 mark:
The Morning Show On Stock Market TV
Bond yields are breaking higher but earnings revisions have rolled over
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