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asset classes with high interest-rate sensitivity get hit differently across the board:

Tech (QQQ): Facing immediate headwinds from front-end rate repricing. Higher risk-free yields compress equity multiples for growth companies and raise short-term borrowing costs, keeping tech volatile until terminal rate expectations settle.

# Rate-Hike Odds Jump From 40% to 70% in a Week — Time to Reprice AI Capex at 4.8%?

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Xiia
·08-31 19:52
AAPL and Microsoft still trading above their usual forward PE says the market is paying for certainty, not just discounting rates. QQQ volatility feels temporary to me
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