UBS: Short-term yields signal market jitters | 08 Jun 2026
US Treasury securities at 2-year constant maturity and CIO forecast After reaching new all-time highs, the S&P 500 saw a sharp pullback as stronger-than-expected US jobs data reignited concerns about potential Fed rate hikes. Technology stocks led the decline, with renewed doubts about AI valuations following news that Meta may seek significant new funding for its AI initiatives and disappointing AI revenue guidance from Broadcom. As a result, the S&P 500 dropped 2.6% last week, the Nasdaq fell 4.7%, and the Philadelphia Semiconductor Index suffered its steepest one-day loss since March 2020....more
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