Mixed Market Conditions as AI Fuels Indices While Bond Yields Stay Elevated
Fundamental Overview Markets remain caught between competing narratives, creating mixed conditions rather than a clear risk-on or risk-off environment. US equity indices are showing renewed strength, supported by continued enthusiasm around artificial intelligence. After threatening to move lower, both the S&P 500 and Nasdaq have resisted further downside, with the Nasdaq again approaching all-time highs.…