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Chip Stocks Roar Back as Strong Data Sink Bonds

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Nov 6th, 2026 Chip Stocks Roar Back as Strong Data Sink Bonds A rebound in chipmakers buoyed Wall Street as dip buyers emerged despite solid economic readings that reinforced speculation the Federal Reserve will boost rates in December. Max Kettner, Chief Multi-Asset Strategist at HSBC, discusses the AI trade and why it's following market narratives and not market fundamentals.

Nov 6th, 2026 Chip Stocks Roar Back as Strong Data Sink Bonds A rebound in chipmakers buoyed Wall Street as dip buyers emerged despite solid economic readings that reinforced speculation the Federal Reserve will boost rates in December. Max Kettner, Chief Multi-Asset Strategist at HSBC, discusses the AI trade and why it's following market narratives and not market fundamentals.
the Federal Reserve (ORG) Max Kettner (PERSON) Multi-Asset (ORG) HSBC (ORG)
Originally published by Bloomberg Markets Read original →