Lower growth assumptions and weaker stocks would enhance the appeal of bonds, says equity-market strategist and “Flow Show” author.
Related stories
Micron and other chip stocks slip as election results strike at the core of data-center optimism
Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?
What the Democrats' midterms win means for the US economy and Trump
Three things that explain what’s changing with Obamacare in 2027
Big Tech’s $500 billion spending spree leaves a lot less for shareholders
Blue wave sweeps markets back towards normality