A market technician just used this chart on CNBC. While I disagree that its a true inverse "head and shoulders" pattern, I've drawn the red trend line on it. And that's why I believe it rises to 4%+. It's clearly broken its downtrend line and rates are in a new uptrend.
Each quarter, the "big boys" in the market have to report their positions because they're so large. Once those reports are made public, it shows what stocks they're adding to or reducing their exposure in and what stocks they've recently bought or completely sold out of.