The tweet was deleted by the author.
But we saved everything 🙂.
Michael Kantro highlights that interest rates have returned as the primary concern for markets.
He observes that while headline indices remain close to all-time highs, underlying market dynamics are causing discomfort.
Kantro has previously warned that since 2023, rising rates remain a greater risk than growth. He also indicated that investors might find opportunity in sectors like XRT, XHB, and XBI, which have been under pressure. His recent comments come as market breadth continues to narrow.