Global markets were rattled by a sharp sell-off last week, with technology stocks leading the decline and investors reassessing the outlook for interest rates, valuations, and economic growth. Stronger-than-expected US labour market data has revived concerns that monetary policy may need to remain tighter for longer, putting pressure on equities, bonds, and even traditional safe havens such as gold. As the AI-driven rally faces one of its toughest tests yet, investors are increasingly asking whether this is a healthy correction within a broader bull market, or the beginning of a more significant shift in market leadership and risk appetite.

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