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Gibbs: Yields Don't Show "Winning Long-Term Strategy" for Economy

9 min20 augusti 2026

"Yields are about confidence," and a slew of headwinds hitting the economy will keep confidence low, says Erin Gibbs in discussing the creep higher in Treasury yields. She outlines the path she sees for fixed income markets as stocks struggle to tap new record highs. Erin does see opportunity in small caps, believing the current interest rate environment balanced out valuations.

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