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Why Falling Bond Yields Could Spark a 2026 Housing Surprise
Is the market rotation a warning sign, or the setup for summer opportunity? Eddie Ghabour breaks down the rotation out of technology into economically sensitive sectors, what the long end of the bond curve is signaling about inflation and growth, why the Fed may be the biggest risk to markets this summer, and the contrarian housing call from January that may be starting to take shape. Plus, a look inside the process the team uses to make decisions.
This is educational market commentary, not individual investment advice.
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The skinny
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