Stocks would sink 20% if bond market expectations pan out: JPMorgan

The disconnect between equity and bond markets has widened in recent months, as the two asset classes signal different economic realities, JPMorgan analysts said in a note on Thursday.

"Bond markets are still pricing in a sustained period of elevated macroeconomic uncertainty, even if there has been some modest decline over the past three months. By contrast, equity markets look 'priced for perfection' with the S&P now above a fair value estimate looking through the rise in macroeconomic volatility since the pandemic," the note said.

ایران آخرین اخبار, ایران سرفصلها

Similar News:همچنین می توانید اخبار مشابهی را که از منابع خبری دیگر جمع آوری کرده ایم، بخوانید.

Fading risks, fear of missing out may fuel US stocks after near 20% rallyWorries that have dogged U.S. stocks for months are fading, pushing some Wall Street firms to raise their outlooks for equities and beckoning investors who have remained on the sidelines.
منبع: Reuters - 🏆 2. / 97 ادامه مطلب »

How US stocks rose 20% from their lows, and where they might be goingU.S. stocks have defied fears of a recession, a banking crisis and soaring Treasury yields to rise 20% from their October lows - one definition of a bull market.
منبع: Reuters - 🏆 2. / 97 ادامه مطلب »

Tech stocks have rallied into bubble territory, may retreat: JPMorganSurging tech stocks are entering bubble territory and could see a pullback soon, JPMorgan's top strategist says
منبع: BusinessInsider - 🏆 729. / 51 ادامه مطلب »