US Markets Rally Explained: Is the Semiconductor Sell-Off Really Over? | Chidu Narayanan | Business

US Markets Rally Explained: Is the Semiconductor Sell-Off Really Over? | Chidu Narayanan | Business

US equities, gold, and silver staged a sharp rebound, raising questions about the sustainability of the rally. Wells Fargo’s Head of Macro Strategy APAC explains why the recent semiconductor sell-off may have been overdone. The discussion also covers AI risks, sector rotation, and the outlook for US growth and interest rates. Emerging markets, including India, could benefit as global risk sentiment improves.

#usmarkets #wallstreet #semiconductors #aistocks #emergingmarkets #goldandsilver #marketoutlook
#etnow #businessnews #budget2026withetnow

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