Stock investors may be adopting a new mindset known as 'good news is bad news' as they prepare for the release of the December U.S. jobs report. This shift in sentiment follows a period where positive economic data was met with optimism, contributing to a 'rates up, stocks up' trend since August.

Ohsung Kwon, an equity and quant strategist at Bank of America, suggests that positive economic indicators may now cause increased apprehension among investors. As a result, trading strategies may be reassessed in response to economic data releases.

Concerns over economic growth have prompted a change in market dynamics. Investors who were previously optimistic about positive economic data are now more cautious. This change in sentiment has led to a shift in trading strategies as investors reassess their approach to market movements.