Скачать или смотреть Yields Drop, Stocks Pop: Rate-Sensitive Sectors Lead the Charge

U.S. stocks ended at session highs as falling Treasury yields and a weaker dollar lifted small caps and rate-sensitive sectors (REITs, Utilities, Financials). Tech rose over 1%, powered by strong semiconductors on Google’s announced 2025 capex boost—outweighing AMD’s mixed earnings. Tariff concerns cooled after the U.S. postponed new levies on Mexico and Canada by 30 days, and traders now await progress on U.S.-China trade talks. On the economic front, a strong ADP payrolls report was offset by weaker ISM services data and a record trade deficit. The Bank of England’s rate decision tomorrow is likely a 25bps cut to 4.5%.

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