10 year yield futures as 10 year yield futures hover around 4

As 10 year yield futures hover around 4.18%, analysts are recalculating fair value models for S&P 500 components. Higher discount rates from yield forecasts typically trim DCF-based valuations, bringing growth-stock prices under scrutiny. Three time-tested income stocks, with yields ranging from 7.2% to 13.4%, are historically inexpensive and ripe for the picking by opportunistic investors. Stocks have made a stunning comeback in the past few days, but Trivariate Research is dubious that this rally has legs. The uptick in 10 year yield futures toward 4.20% signals continued risk-off sentiment in equities. Consumer discretionary and housing stocks may face pressure as borrowing costs remain elevated, constraining demand and EPS growth outlooks.