Real yields decoupling

  • Real yields and growth equities used to move together
  • But now that relationship has broken down
  • The reason has to do with money flows
  • I’m going to add a new chart here. I’m going to try and write text around it. Not sure I can get the caption in, though.

    growth equities vs real yields

    Oh, that’s interesting. I can write text to the right of it. And the caption appears to have appeared below. Trouble is, the chart itself is a bit ugly. Probably needs to be saved with higher resolution. And it’s currently too close.

    And presumably I can set the specification of padding etc. in the editor later? Or not. You’d think you’d specify that here.

    The rest of this note – another 7 charts – is for Satori Insights clients.

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