We doubt the Treasury market will be the straw that breaks the US stock market’s back. Admittedly, higher government bond yields started to weigh on equities there earlier this week. But the S&P 500 has since recovered. And, provided there isn’t another surge in yields, we expect optimism around AI to persist through the end of this year.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.
