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Big year for old school Wall Street trades gets lost in AI hype
The Economic Times· 2025-12-20 11:06
It’s an achievement that has largely flown under the radar.This week’s inflation report was a lesson in their wisdom. Softer-than-expected US inflation data on Thursday sparked a rare in-tandem rally in both stocks and bonds. So-called But while 2025 may have marked a comeback for old-school Wall Street prudence, it will also go down as another year when investors kept walking away from those very strategies. Capital has continued to migrate toward concentrated Big Tech exposure, thematic trades from nuclea ...