The 10-year Treasury yield ripped past 5.1% to its highest level since 2007, despite government attempts to calm the market. Veteran investor Howard Marks calls the intervention structurally unsound, blaming stubborn inflation and fiscal profligacy for the rout.
The tape Prof G Markets · Sep 24
“The bond market continues to flash red. Yesterday, the 10-year Treasury yield ripped above 5.1% to a fresh 19-year high. The 30-year yield returns to levels not seen since 2004, and even the 5-year yield breached 5%, the highest since before the financial crisis.”
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Thoughtful Money with Adam Taggart · Ready For A Bear Market? Most Investors Aren't | Ted OakleySep 24
Energy has quietly become the year's top-performing sector, yet it remains overlooked by investors fixated on tech. Market veterans are getting "extremely bullish," pointing to global inflation and naming major oil companies as continued buys.
The David Lin Report · 2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCulloughSep 25
Is AI a profit machine or a house of cards? While some analysts point to a growing number of S&P 500 firms reporting discernible returns on AI, others warn that many companies are leveraged with debt and their rosy profit projections have a "fairly high" probability of not working out.