A Logical Progression for the Banks

Would it not follow that companies who borrow short and lend long (i.e. as banks are usually thought to do) would benefit from the increasing spread between long and short-term yields if our yield curve steepner play is a good one?

Anyway, I’ve been accumulating this fund. The chart is not yet anything to write home about and that may be attributable to poor operational performance under what has been a bearish rate regime for the pigs since November. So the question is how will the market take the numbers reported for Q1? Regardless, if you’re bullish on stocks I think this is an area of consideration. As has been the case for the last year, your view on bonds informs your view on stock sectors. At least it informs mine.


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