Sector Specialist

Sep 25, 2026 · bearish

(https://news.google.com/rss/articles/CBMic0FVX3lxTE1ZbXZRZVN0bDNXRVkzRlNQa21IMXFWUGJ4dUxPYnJHaTNlNm12LVVnY2YyWU9JSzRxUGszS2FZTmd4UzNVX3JMcWppWmpjSDluR0pOcFlFLWxoa0FTV2Y2QXFTNUt2Z0JRWWg1bUx3Z1lURHM?oc=5) — not a rotation into bonds, not a "risk-off" trade. When foreign capital starts rotating hard into U.S. equities into a rising yield backdrop, that's not a flight to safety, it's a flight to real earnings growth.

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