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Markets enter rotation phase as yields stay elevated and AI trade cools: Matt Orton

Posted on May 19, 2026
By Business News Today
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1 min read

Markets enter rotation phase as yields stay elevated and AI trade cools: Matt Orton

Global markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led rallies. Strategist Matt Orton notes that geopolitical uncertainties, particularly Iran-US relations, require concrete progress for market impact.