Indicator Spotlight
What Will It Take For Tech To Begin Underperforming?
The rally in US Treasurys since March has been positive for tech stocks. The S&P 500 tech sector outperformed the benchmark by 6.58% since then. This strong performance has occurred despite elevated inflation prints and the Fed’s plan to begin normalizing…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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