Can tech dismiss rising rates?

Yields matter

Soc Gen points out a slight problem for equities: "Over 45% of the MSCI World market cap prefers bond yields to be going down, not up."

Source: Soc Gen

Guess who's back?

Source: Refinitiv

Rates and tech

Source: Refinitiv

NASDAQ - the bearish cross

Source: Refinitiv

Source: Refinitiv

Tech valuations appear very stretched again

Source: JPM Equity strategy

That Mega-cap TMT long

Source: Morgan Stanley

Crap not buying it

Source: Refinitiv

Source: Refinitiv

The winner is back

Source: Nomura

Negative gamma matters

Source: Tier1Alpha