Stocks Shrug Off (For Now) Surge In 'Uneven/Hard'-Landing Bets

The last month has seen US equities rebound strongly from growth-scare-panic-lows. However, as the chart below makes clear, bonds ain't buying what the big-tech behemoths are selling for now - with 2Y Yields back below 4.00%, clearly anticipating 'something' that is anything but goldilocks...

Source: Bloomberg