. So, as interest rates have risen, tech has been hurt. It's definitely hurt the highly valued or no-earnings stocks much more than the mega-cap stocks, but it's hurt the overall sector. What's really interesting to note, though, is that ... whenever we talk about tech being at lofty levels and selling off, we immediately go back to 2000 and say, 'Oh, my god, here we go again.' But the thing is that the tech sector [is] only slightly higher than the broader market right now.
David Kostin, chief U.S. equity strategist at Goldman Sachs, said questions around inflation were "really a topic of valuation": "Valuations are definitely expensive relative to history on an absolute basis. Relatively more in line on an interest rate-adjusted basis from a valuation perspective. So, really, the debate with the portfolio manager community has been how long is transitory? And I speak almost every day with a major CEO or CFO of a corporation. Everyone in the corporate world is expecting inflation in their products over the next six months.
Rick Rieder, chief investment officer of global fixed income at BlackRock, said that while it's time to taper, some of the present inflation is indeed transitory: "I think we need to taper. The amount of liquidity that's gone into the system has been immense. By the way, what people don't talk about ... [is] this. It's the fact that … the fiscal [is] actually coming through directly in checking accounts. And by the way, there's another [$400 billion] to 500 billion — I think it's actually 500 billion — that's coming in over the next three months. So, there's a lot of liquidity.can pull back.
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