A growing band of global fund managers is calling time on this year's relentless selloff in Chinese assets.
Benchmark U.S. yields jumped to the highest levels in 16 years Monday, extending an uptrend that began in May.
Tighter lending standards and slack in the labor market suggest that the US economy is headed for a hard landing.
That contrasts with bullish forecasts from the likes of Goldman Sachs.
Momentum in global equities could shift as China slows its monetary easing and tightening continues elsewhere.
The firm's strategists recommend looking at specific equity sectors, such as energy or healthcare.
JPMorgan's CIO Bob Michele said a 50 basis point rate hike would rattle the economy.
The prospect of 6% rates is becoming real enough for investors to rethink their strategies.
Labor unrest is surging in key economies, including the U.K.
Some investors are on the lookout for risks that may throw markets back into turmoil.
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