1. Initial user variant build 2. Fix data network connection 3. Fix dt2w 4. Enable ART userfaultfd gc 5. Kernel upstreamed to 5.4.254 6. Upstream latest kernel su 7. Merge tag 'ASB-2023-11-05_11-5.4' from ACK 8. Merge kernel and components to clo tag 'LA.UM.9.14.r1-23100-LAHAINA.QSSI14.0' 9. Backport latest EEVDF scheduling policy from Linux v6.6 10. Add black overlay around the camera cutout to anti-alias
1. Initial user variant build 2. Fix data network connection 3. Fix dt2w 4. Enable ART userfaultfd gc 5. Kernel upstreamed to 5.4.254 6. Upstream latest kernel su 7. Merge tag 'ASB-2023-11-05_11-5.4' from ACK 8. Merge kernel and components to clo tag 'LA.UM.9.14.r1-23100-LAHAINA.QSSI14.0' 9. Backport latest EEVDF scheduling policy from Linux v6.6 10. Add black overlay around the camera cutout to anti-alias
Spiking bond yields driving sharp losses in tech stocks
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year.
A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
The seemingly negative pandemic effects and resource/product shortages are encouraging and allowing organizations to innovate and change.The news of cash-rich organizations getting ready for the post-Covid growth economy is a sign of more than capital spending plans. Cash provides a cushion for risk-taking and a tool for growth.
