u/kidus36

One of the stranger parts of following markets is watching a strong economic release trigger a selloff.

The logic is usually that stronger growth—or stickier inflation—could keep interest rates higher for longer. A positive economic signal can therefore become a negative valuation signal, especially for rate-sensitive assets.

When markets react badly to good data, what do you look at first?

Bond yields, rate expectations, positioning, or the details inside the release?