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.
대한민국 최근 뉴스, 대한민국 헤드 라인
Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.
출처: Reuters - 🏆 2. / 97 더 많은 것을 읽으십시오 »
출처: Reuters - 🏆 2. / 97 더 많은 것을 읽으십시오 »
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
출처: BusinessInsider - 🏆 729. / 51 더 많은 것을 읽으십시오 »