Skip to content
Oct 08 2021
Paulsen

Best Way To Play Rising Yields? Small-Cap Cyclicals!

  • Oct 8, 2021

For at least the last decade, small-cap cyclical stocks have had a very close, and positive connection with rising bond yields. From 2012 forward, the correlation between daily movements in small-cap cyclicals’ relative price performance and bond yields is a strong +0.65!
 

Login

For full access, please enter your credentials.

About The Author

James Paulsen / Chief Investment Strategist

James Paulsen Chief Investment Strategist

Jim is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team.

current issue

featured articles

recent tags
[ALL]

NASDAQ (72) Seasonality (53) Gold (79) Santa Claus Rally (1) Calendar-Based Cycles (1) Shmita (1) Timing Strategy (1) Valuations (318) Bubbles (16) Recreational Goods (2) Personal Consumption Expenditures (3) Discretionary Durables (2) Price Change (4) Sales Growth (10) Cumulative Return Spread (2) Cyclical Stocks (4) Home Furnishings (2) Size (6) Sector Rankings (35) Group Report (363)