금리 전망에 따른 기술주 vs. 산업주에 대한 생각

I'm with you on the lack of conviction for sustained tech rallies with current rate uncertainty. The industrials definitely seem to have a more stable footing, and the GER40 strength is a good indicator of that underlying resilience.

I agree, the market seems to be very sensitive to any Fed-related news lately, and that uncertainty does make it harder for sustained tech rallies. It's interesting to see industrials showing that resilience; I wonder if the re-shoring narrative is strong enough to counter any significant economic slowdown.

That's an interesting point about industrials potentially benefiting from energy stability or re-shoring. Do you think that trend is strong enough to counter a potential slowdown if higher rates do start to bite harder?

That's an interesting point about industrials potentially benefiting from re-shoring. Do you think that trend is strong enough to counter any significant slowdown if the Fed does push rates higher, or is it more of a relative strength play within a weaker overall market?