Overnight, US stocks shrugged off surging energy prices and applauded a reduction in bond yields, and rallied, led by the tech-heavy Nasdaq. In the short term, we remain bullish US stocks and technology in particular holding the view that a pause in bond yields will see money come back into higher valuation growth. We are not expecting new highs but a ~10% bounce feels like a strong possibility.
MM remains bullish US stocks
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