Wall Street warns of worsening divergence between US stocks and bond markets

Multiple asset management institutions have warned that the divergence between the US stock and bond markets is intensifying, and the market may face the risk of a correction. Vincent Mortier, Chief Investment Officer of Orient Bank, stated that the correction in the US stock market is a matter of time. Data shows that the S&P 500 index has risen by 12% since the ceasefire news, but the one-year inflation swap rate has exceeded 4%. Rapha ë l Thuin, head of strategy at Tikehau Capital, pointed out that there is a contradiction between the stock market and the bond market. However, Giles Parkinson, the head of stocks at Trinity Bridge, believes that corporate profits still support the rise of the US stock market.