Navigating Global Bond Markets and Tech Trends

This chapter explores the complexities of global bond markets, emphasizing Japan's rising Treasury yields against China's deflationary backdrop. It analyzes the implications of high capital costs and tariffs for companies with international exposure, while reflecting on the performance of small and mega-cap stocks. Additionally, the discussion delves into the semiconductor market and the challenges faced by leading tech companies like NVIDIA, amidst significant economic shifts and regulatory changes.