A fresh wave of selling in technology stocks and bond markets might be sparked not by economic downturn, but by strong economic performance, according to a cautionary note from MRB published on Investing.com. The analysis suggests that accelerating growth could unsettle financial markets by prompting shifts in investor expectations around inflation and monetary policy. As economies show resilience, central banks may delay or scale back plans for rate cuts, making riskier assets less attractive. This dynamic could lead investors to rebalance portfolios away from high-duration assets like tech equities and long-term bonds, which are sensitive to interest rate changes. While healthy expansion typically supports corporate earnings, the timing and pace of growth matter significantly for market sentiment. The report highlights that current valuations in certain sectors may already reflect overly optimistic assumptions about future easing, leaving them vulnerable to downward adjustments if macroeconomic data continues to show strength.
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الازدهار الاقتصادي وليس الركود قد يثير موجة بيع جديدة للتكنولوجيا والسندات، وفقًا لتحذير MRB Investing.com