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Persistent Treasury supply and sticky fiscal issuance should keep long-end yields pressured higher for longer.
High confidence
Persistent Treasury supply and sticky fiscal issuance should keep long-end yields pressured higher for longer.
High confidence
The current investment cycle is spreading beyond a narrow mega-cap cohort into suppliers and infrastructure layers.
High confidence
A softer dollar should ease financial conditions globally and keep commodity demand resilient.
High confidence
Easier financial conditions are beginning to favor cyclicals and levered beta over defensives.
High confidence
A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.
High confidence
Forward revisions are likely to broaden beyond the weakest sectors and weigh on cyclicals.
High confidence
Central-bank buying and persistent macro hedging demand should keep gold well supported.
High confidence