Nassim Taleb Says โVulnerableโ Bonds Risk Hurting Stock Rally
The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
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The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
Rising global bond yields are fueling skepticism about Europeโs equity rally, as investors worry that fiscal and inflation risks are causing cracks in what has so far been a resilient economy.
European equities face a high bar for a year-end rally as investor confidence hinges on one key factor: a robust outlook for corporate earnings.
Top Wall Street strategists are renewing bullish equity calls as stronger economic growth enables the market to weather an increase in interest rates.
Higher borrowing costs also threaten the stock rally.