US Tech Storms Back; Treasury Yields Hit Highest Since 2007

The video discusses the recent sell-off in the US bond market, leading to the highest 10-year yield since 2007. Despite rising yields, technology shares rallied due to excitement around AI, particularly with NVIDIA's upcoming earnings. Analysts are divided on the market's future, with some seeing the pullback as temporary and others as an opportunity. Citigroup and HSBC are waiting for specific market conditions to re-enter, highlighting the market's current uncertainty.

What factors are influencing the recent sell-off in the US bond market?

How have investors reacted to the hawkish stance of the Federal Reserve?

What is the significance of NVIDIA's earnings results for the S&P 500?

What are the differing views of Mike Wilson and David Costin regarding the market's future?

What strategies are Citigroup and HSBC considering in response to market conditions?