SELLEST OSAST
The U.S.'s "warning shot" to Iran through issuing sanctions is something Peter Tchir sees leading to a "miserable" speedbump between U.S. and China relations. The reason? Crude oil and continued tensions centered on the Strait of Hormuz. Peter adds that the U.S. Treasury's big liquidity boost puts a band-aid over the concerns in yield increases but doesn't cover the core inflation issue.
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Zed Francis says rising Treasury yields and weakening bond demand are making markets “wobble,” while investors continue favoring equities. He also sees risks from heavy AI infrastructure spending and market concentration, though strong sector rotation has kept the broader market remarkably stable.
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The tech-led selloff that shaped U.S. markets Tuesday morning began after a new IPO in South Korea saw intense selling action on its first day of public trading. In the U.S., the latest housing data shows no signs of the industry thawing. Sam Vadas and Marley Kayden take investors through the day's…
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