The US 10-year government bond yield has a seasonal tendency to rise in the first ~5 months of the year. Skip to content Home page Seeking Alpha - Power to Investors ...

Indeed, you might be surprised to see the first chart which shows the impending potential breakout in 10-year bond yields getting a seasonal boost. The main points on bond yield seasonality are ...

Seasonal headwinds are setting in for stocks. Looking across assets, risk assets tend to underperform from June-Nov, and defensive assets tend to outperform during that same period.