Stocks and bonds: Why one strategist is ‘concerned’ about market dynamics

Tech stocks have buoyed stock investors’ returns this year, but Comerica Wealth Management CIO John Lynch says a new era is coming. Lynch says he is “”concerned”” about certain market dynamics, such as the energy sector outperforming consumer discretionary. Lynch also thinks the recent rise in 10-year Treasury yields is “”a function of Treasury issuance, which could be up another 20, 25% over the course of the next year.””

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