In the near term, the markets may be getting excited too soon. There are risks immediately and that would lead to earnings contraction. I expect a near-term correction before we get on with the long-term bull story.
Global bond yields surge to multi-year highs as inflation, borrowing concerns mount
Government bond yields globally rose to multi-decade highs recently due to sell-offs in sovereign debt. Investors demanded higher returns amid persistent inflation and uncertainty regarding
November 13, 2026