The Globe and Mail reports in its Friday, Oct. 6, edition that JPMorgan head of global strategy Mislav Matejka is bearish but importantly does not believe bond yields can continue higher. The Globe's Scott Barlow writes that Mr. Matejka, like many stockpickers, is concerned that previously resilient service-sector activity is beginning to follow global manufacturing data lower. He also notes that U.S. cyclical-market sectors are falling while bond yields climb, a potential sign that the United States Federal Reserve has made a policy error by over-tightening. The weak economically sensitive sectors lead JPMorgan to believe that rates can not go much higher. Consequently, it could be lucrative for investors to buy stocks benefiting from falling rates -- like growth stocks and dividend payers -- during the final quarter of 2023.