SEC NEWS
Yardeni's 'Normal' Rate Call Sparks Rotation into Cyclicals
Ed Yardeni predicts 4-5% rates by 2026, triggering a near-term rotation from growth to financials and industrials.
- Ticker
- JPM
Filing analysis
Yardeni's long-term normalization thesis supports JPMorgan (+5%) and Caterpillar (+4%) on higher net interest margins and industrial demand, while pressuring long-duration tech.
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Source: Original SEC filing
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