Bloomberg Surveillance TV: February 27, 2025
Bloomberg Surveillance
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Shifts in Bond Yields and Market Dynamics
This chapter examines the recent decline in bond yields and its repercussions on market leadership, particularly focusing on cyclical stocks' lack of resurgence. The discussion evaluates economic concerns reflected in the bond market, contrasting the performance and expectations of the U.S. with recovering global markets like Europe and China. Additionally, it addresses a significant sentiment shift in equities, particularly among major tech stocks, amidst evolving investment flows and dynamics.
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