Tech selloff drives flight to safe-haven bonds, Arkea Asset Management says
- Arkea Asset Management’s November 10, 2026, analysis highlighted a technology selloff driving investors toward defensive European equities and safe-haven bonds.
- The Nasdaq fell more than 3% over the week as investors questioned AI investment financing and monetization timelines.
- European stocks benefited from the defensive rotation, with the CAC 40 rising about 2.1%; the Stoxx 600 gained 1.7%.
- The US 10-year Treasury yield eased to around 4.85%, reflecting lower oil prices, reduced fiscal stimulus expectations and demand for protection.
- Markets priced an approximately 80%-84% probability of a 25-basis-point Federal Reserve rate increase in December following strong employment data.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arkea Asset Management SA published the original content used to generate this news brief on November 10, 2026, and is solely responsible for the information contained therein.