\"The 'death of equities' chatter seems odd, given how well the mainsail of corporate cash flow is doing (c18); dividend growth rates are the highest in six decades. any approach using interest rates indicates that equities are still cheap.\u00a0 Since 1960, the S&P has not generated negative 1-year returns when the spread between S&P earnings yields and Treasury yields is this high.\"<\/em><\/p><\/blockquote>\n
Recession Risk: The Threat Of Rising Interest Rates<\/a> - An interesting economic hypothesis that has interest rates rising in the US regardless of what the Fed does...<\/p>\n
\"...if rising interest rates are the consequence of even modestly accelerating inflation, all bets are off. At that point, the long-dormant so-called \"bond vigilantes\" (which are nothing more than ordinary investors that sell their bonds to protect themselves against inflation) will take over and the Fed - whose real powers are quite limited - will be forced to bow to the sovereignty of market forces and essentially join the bond vigilantes in orchestrating a rise in interest rates.\"<\/em><\/p><\/blockquote>\n
Central Bank Watch (RBC Economics)<\/a> - Again, another call on rising interest rates, this time in Canada....<\/p>\n
\"We expect the BoC to be in position to raise rates in Q3\/13<\/strong> and maintain a gradual pace of reducing stimulus<\/strong>, with the overnight rate ending 2014 at 2.00%\"<\/em><\/p><\/blockquote>\n
So how to profit from this?:<\/p>\n