Now is the time to rebalance from stocks to bonds, says Gilbert Garcia
Why now
Thesis: Strategist urges rotation from equities into bonds
Catalyst to watch: Rate-cut confirmation or equity drawdown
Main risk: Equities keep rallying, call looks early
Why it matters
A rebalancing call from stocks to bonds reflects valuation and rate concerns that could pressure equities.
Sources
- googlenews · news.google.com · 2026-09-25 17:38 UTC