Bokobza از SocGen می گوید بازدهی 5.5 درصدی خزانه داری باعث شکست سهام می شود

SocGen’s Bokobza Says 5.5% Treasury Yield Would Crack Equities

A 10-year US Treasury yield of 5.5% represents the threshold at which higher borrowing costs would overwhelm earnings growth and begin to pressure equity valuations, according to Alain Bokobza, head of global asset allocation at Societe Generale SA.