When Will Bonds Start Competing With Stocks Again?
from Schwab Network Hosted by Schwab Network
Paisley Nardini, head of investment strategy at Tema ETFs, calls this a bifurcated market with 70% of S&P constituents trading below their 50-day average even as the index hits all-time highs. She sees the Mag 7's strong earnings justifying their valuations and expects AI demand to keep driving sectors beyond tech, naming Constellation Energy (CEG) and healthcare as beneficiaries. Nardini says fixed income is getting attractive with real yields at decade highs, and bond yields near 6% or an earnings miss could finally pressure equities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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