If we see a move to 2%+ on the 10 year, it is going to result in enough losses in principal for everyone to start bailing out of treasuries. People are going to still look for yield so these investors will shift money to dividend paying stocks, MLPs, and REITS. It should be good for the stock market and REITS generally.
Was it just me or did the concern seem to be more about QE4 and the bond buying?
It's hard to tell how much net effect ending QE4 would have on treasuries.
All I ever see out of Europe is bad news.
U.S. treasuries from the world point of view would still be over-bought due to Europe.
So how much would treasury yields actually go up????
Anyhow I'll take any good news I can get.
Nothing but smiles on the price rebounds on things like MTGE, WMC, NYMT, etc.