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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Crimson Ghost who wrote (35683)7/10/2005 4:18:33 PM
From: ild  Read Replies (1) of 110194
 
<<<I cannot recall either the stock or bond market ever trying to discount the end of a Fed tightening cycle so far in advance>>>

From SSB research:

We wouldn’t get bearish on bank stocks based on curve flattening since bank stocks typically rally at end of Fed tightening, which is usually accompanied by a flatter yield curve (which we’ve shown may be less of an earnings issue than feared). Plus 3-4% div yld are hard to ignore.
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