The easing of US 10Y yields provided room for stocks to breath this Tuesday, but there seems to be a growing relationship where rising yields lead to stock pullbacks. Could this be just the markets letting the economic recovery catch up after getting far ahead? Jameel Ahmad, Director of Investment Strategy at NAGA, joined us to discuss these points, as well as whether or not the ECB might address the recent runup in yields at their Thursday policy meeting.

<p>The easing of US 10Y yields provided room for stocks to breath this Tuesday, but there seems to be a growing relationship where rising yields lead to stock pullbacks. Could this be just the markets letting the economic recovery catch up after getting far ahead? Jameel Ahmad, Director of Investment Strategy at NAGA, joined us to discuss these points, as well as whether or not the ECB might address the recent runup in yields at their Thursday policy meeting.</p>

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