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Rising Bond Yields and Stretched Valuations Create Headwinds for Global Stocks

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Financial News समाचार

Global Stocks,Bond Yields,Equity Valuations

BCA Research's MacroQuant report indicates that rising bond yields and high equity valuations pose challenges for global stock markets. Despite improving economic growth indicators, persistent inflation and tightening monetary policies negatively impact market sentiment. The model forecasts below-average returns for the S&P 500 in the next one to three months and favors defensive sectors like healthcare and utilities. Regionally, the U.S. remains a strong performer, while BCA suggests investors may benefit from increasing bond duration later in 2025. The report also notes the expected strengthening of the U.S. dollar and a cautious outlook on equities.

Investing.com-- Rising bond yields and stretched equity valuations are creating headwinds for global stocks, according to BCA Research's latest MacroQuant report.

The MacroQuant model moved to a neutral stance on U.S. equities, forecasting below-average returns for the S&P 500 over the next one to three months, analysts said. Among sectors, the model prefers defensive options like healthcare and utilities, citing stable earnings prospects and margin improvement potential.Regionally, the U.S. remains the standout performer, buoyed by robust corporate earnings and stock buybacks.

BCA’s overall outlook tilts cautiously bearish on equities, urging selectivity across sectors and regions while highlighting relative opportunities in bonds and commodities.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.

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