Friday's weak jobs numbers intensified the worry that policymakers have waited too long to cut interest rates, leading to concerns of a US recession. Despite economists' views, the shift from previous expectations impacts the market.
The super performance of the US technology sector, potentially in a bubble, raises concerns about the returns on capital invested in the AI revolution. High valuations and uncertainty may lead to a rethink impacting tech valuations.
Japan's Nikkei 225 index fell significantly after a rise in interest rates, disrupting the borrowing-in-yen market game. The yen's sharp rise and market moves suggest leveraged bets facing massive losses.
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