Fiscal Spending Steepens Yield Curve
Higher inflation and a steeper yield curve from fiscal spending will positively impact financial stocks.
Too little corroboration in the last 3 days to call a trend (2 articles). Watching for it to gain traction.
"Wall Street’s worries about rising inflation have been somewhat muted by the latest round of corporate profit reports. Companies in the S&P 500 have reported profit growth of 28% overall for the most recent quarter, according to FactSet."
"Easing inflation concerns are bullish for stocks after US consumer prices rose less than expected last month."
"Easing inflation concerns are knocking bond yields lower and pushing stocks higher today after US December core consumer prices rose less than expected."
"Analysts said a steepening yield curve following the inflation report could help bank earnings as lenders could borrow cheap and lend at a higher rate."
""...as analysts said a steepening of the yield curve could help bank earnings as lenders could borrow cheap and lend at a higher rate.""
""...analysts said a steepening yield curve could help bank earnings as lenders could borrow cheap and lend at a higher rate.""
"Big bank stocks led the way on expectations that Trump’s policies will lead to stronger economic growth and less regulation."
"Big bank stocks led the way on expectations that Trump’s policies will lead to stronger economic growth and less regulation."
"Big bank stocks led the way on expectations that Trump’s policies will lead to stronger economic growth and less regulation."
"Big bank stocks led the way on expectations that Trump’s policies will lead to stronger economic growth and less regulation."