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Markets enter rotation phase as yields stay elevated and AI trade cools: Matt Orton
Global markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led rallies. Strategist Matt Orton notes that geopolitical uncertainties, particularly Iran-US relations, require concrete progress for market impact.
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economictimes.indiatimes.com
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Bond yield spike puts equities market at risk
Investors warn that US stock markets are not reflecting inflation risks. High energy prices and the Iran conflict are overlooked. A recent spike in bond yields is causing caution.…
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Markets enter rotation phase as yields stay elevated and AI trade cools: Matt Orton
Global markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led rallies. Strategist Matt Orton notes that…
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Oil prices and dollar hold key to EM flows: Manpreet Gill
Global bond yields are climbing, prompting investors to re-evaluate market risks. This rise pressures equities, particularly those in the artificial intelligence sector. Experts…