The week ahead presents a critical inflection point for global markets, as the Federal Reserve's widely anticipated rate reduction collides with emerging headwinds in the artificial intelligence sector. While policymakers are delivering the accommodative signals the market has priced in, broader economic realities are painting a more complex picture for equities and fixed income assets.
**Bond Market Divergence Amid Policy Expectations**
The anticipated Fed rate cut this week has failed to provide the expected lift to Treasury valuations. Instead, long-term yield curves have shifted upward, wi