Are Equities Ignoring Bond Market Warnings? | Presented by CME Group

As US equities continue to rally and in some cases reaching new all-time highs, the bond and currency markets appear to be signaling a more cautious or mixed outlook compared to equities. This momentum is largely driven by expectations of Federal Reserve rate cuts bolstered by softer inflation data like the recent PPI surprise which has fueled investor optimism for a soft economic landing and supporting gains in tech heavy sectors. The US Treasury yield curve is undergoing a twist steepening where the short ...