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Increase in Inverted Sovereign Yield Curves Globally Means Slower Growth than Stock Market Anticipates

The U.S. stock market is priced for an earnings troth and then reaccelerating of growth later this year.  But it is our opinion that the growth in the number of inverted sovereign treasury yield curves around the world is painting a much gloomier picture for a longer and deeper economic and stock market downturn. The chart below shows that more than 60% of the various yield curves are inverted, the most since 2007.

Increase in Inverted Sovereign Yield Curves Globally Means Slower Growth than Stock Market Anticipates
Increase in Inverted Sovereign Yield Curves Globally Means Slower Growth than Stock Market Anticipates

Brad Lamensdorf

Brad Lamensdorf, the founder and portfolio manager of Active Alts, is a principal and co-manager of the AdvisorShares Ranger Equity Bear ETF. He previously managed a long-short investment partnership from 1998-2005 under the name Tarpon Capital Management. Earlier in his career Mr. Lamensdorf was an equity trader/market strategist for the Bass Brothers’ trading arm. He managed a short only portfolio in addition to co-managing a $1bil hedging program. He also served as in-house market strategist for the entire internal and external network of Bass Brothers money managers.

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