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Jul 09 2013
Stock Market

Bonds & Cyclical Stocks “Decoupling”?

  • Jul 9, 2013

The relationship between U.S. Treasury bond yields and the relative performance of cyclical stocks versus their defensive consumer counterparts appears to be changing.

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Cyclical Stocks Stock/Bond Correlation Stock/Bond Relationship

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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