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Sector Dispersion extreme in early 2022

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Key Takeaways

US Equities and Treasuries selling off in unison proves to be a difficult start for 2022, with collective losses averaging 6%Sector Dispersion has been dramatic thus far, with very positive returns out of Energy and Financials in aiding the Value trade, while Technology has witheredUS 10-Year Yields continuing to push higher and suggest our recent Value outperformance likely has further to go, while Growth could weaken...

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