For anyone worried about the Fed Taper. First of all, yields...

For anyone worried about the Fed Taper. First of all, yields fell the last time the Fed tapered. The bond market fully anticipates this event -- no one will be shocked if Powell announces a 10 month taper. Second, this time around, the Treasury is reducing bond issuances. So demand for bonds from the Fed will fall, but the Treasury is reducing the supply at the same time. The tightening effects of tapering will be negated

The bond market has already priced in two rate hikes for 2022. Growth is projected to slow down in 2022 and if the rate of slowdown is greater than anticipated, those rate hikes will be push out to 2023. The combination of slowing growth in the value sector and 2023 rate hike is bullish for tech
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