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08 Jun 2026, 16:44 UTC · 1h ago

S&P 500: How To Think About The First Domino Falling Over

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Read original · https://seekingalpha.com/article/4912944-sp500-how-to-think-about-the-first-domino-falling-over

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1
Treasury yields have surged above 5%, pressuring equity valuations and triggering selloffs in the tech sector. — Higher yields increase the discount rate for future earnings, disproportionately hurting high-growth tech valuations.
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2
Market expectations for Federal Reserve policy have shifted from rate cuts to potential rate hikes following a strong jobs report. — A pivot toward tighter monetary policy increases borrowing costs and reduces liquidity for risk assets.
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