Fears of hotter inflation are rippling through markets. While bond yields are on a steady upward march to multiyear highs, inflationary pressures are now also being seen and felt in the stock market. A new class of stock winners and losers has emerged in the past month, driven by two competing narratives. On the one hand, the AI boom is still going strong, with tech firms reporting strong earnings and trumpeting optimistic visions for future growth. On the other hand, inflation is threatening

Tag-uri: Inflatie