Bond yields up and equities down is the ongoing sector mantra, notes Liz Ann Sonders. She talks about how “split sector” warning signs abound. She discusses how earnings season has been strong, but the S&P multiple has jumped to 21X forward EPS. She also goes over how big tech is carrying the markets and how the Fed will react to the latest ecodata. Tune in to find out more about the stock sector today.
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