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The sector in the cross hairs of the bond sell-off looks poised for a bounce, says Mike Khouw
As the bond sell-off continues to unfold, the utilities sector finds itself in a dynamic position ripe for potential recovery. Mike Khouw highlights this tension, suggesting that recent pressures from rising yields have created a temporary dislocation. The resilience of utilities, traditionally viewed as safe havens, could provide an intriguing opportunity for investors looking for a rebound. This analysis is timely as market participants reassess their strategies amid shifting economic indicators.