From the desk of Tom Bruni @BruniCharting
JC beat me to writing about Interest Rates this morning, but while I came to the same conclusion I wanted to add some additional perspective that shared on Real Vision this past Monday.
While that segment was about Mid-Cap Industrial stock Herman Miller Inc., a big part of that thesis is that we’re seeing US Rates begin to stabilize.
The chart I want to share today is the Regional Banks/REITs ratio, which highlights an “Interest”-ing divergence between Equities and the Bond/Commodities markets.