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Callum Thomas: Stocks strongly outperform bonds in current market cycle

Callum Thomas: Stocks strongly outperform bonds in current market cycle
Stocks outperform bonds in historic fashion

Callum Thomas observes that stocks are delivering much stronger returns than bonds, attributing this to a bullish market environment for equities and a prolonged bear market for bonds.

He highlights that the current pace of stock outperformance against bonds is at its greatest in over 60 years.

Thomas recently noted that TLT's total return, adjusted for CPI and interest, is nearly back to its inception level. He has also warned that continued Fed rate hikes could push investor positioning and market valuations to historical extremes. These observations provide context for his view on the current divergence between stocks and bonds.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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