Sector rotation in the S&P 500 suggests that investors are once again moving into the riskier parts of the equity market. But it isn’t just equity markets that are seeing a bounce: essential global growth commodities such as copper and oil appear to be stabilizing and even creating technical reversal patterns, suggesting they may begin to increase in price. As investors start to move back into risk assets, one would think that yields on the 10-year Treasury would start to rise once again.

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