Bullish Tech Traders Made Record Wrong-Way ETF Bets Before Rout

Published on January 27, 2025

Exchange-traded fund investors who placed record bets on the US technology space last week are getting crushed Monday as anxiety over competition from a Chinese startup’s AI model is hitting tech stocks hard.

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US Yields Fall to Lowest This Year as Tech Slump Fuels Haven Bid

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Treasuries rallied on Monday as investors flocked to the safety of US government bonds after equities slumped in a selloff driven by technology shares.

It's the Dollar, Stupid

January 27, 2025
Let's discuss the recent strong correlation between the appreciating dollar and rising yields, and the reasons for the relationship.