J.P. Morgan Weighs Rising Yield Concerns

Where are markets headed as bond yields rise? J.P. Morgan’s Global Research macro views and top cross-asset trade ideas On March 1, J.P. Morgan Research hosted a virtual meeting featuring J.P. Morgan researchers to discuss the drivers of rising US Treasury yields and the implications across asset classes. We view last week’s US Treasury sell-off…

Quarter-End Rebalancing Act For Markets And Trends

Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation of the Technology sector/Nasdaq (COMPQ) underperformance. Wall Street was whipsawed in volatile trading for much of the week. The S&P 500 (SPX) notched its best day since June on Monday, while the Nasdaq capped its worst…...

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