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Tech Wreck 2.0 resumes - MacroBusiness


MacroBusiness
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at 9:00 am on May 5, 2021 | 6 comments
It began in mid-February this year as markets woke with a start to an imminent burst of US inflation. That awakening triggered a back-up in bond yields and the rest follows automatically. Equities were forced to reprice on factors that weighed against growth stocks with long-duration returns in favour of more reliable short-term duration value-stock returns.
We saw a reprieve in this trade in April as the bond back-up eased:
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But last night Granny Yellen let the cat out of the bag: ....

Nomura Jack Hammond , Granny Yellen , Jack Hammond , March Rates , Nomura Sector Sentiment , Tech Wreck , பலா சுத்தி , தொழில்நுட்பம் சிதைவு ,

"It Could Get Weird": Stocks Puke As "Extreme" Negative Gamma Strikes

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero ....

Chalie Mcelligott , March Rates , Nomura Sector Sentiment ,