Prof G Markets · Tuesday, October 27, 2026
Robert Armstrong discusses how recent volatility in tech stocks and growing anxiety over the AI data center build-out triggered a massive flight to safety, with investors buying up Treasuries and pushing the 10-year yield below 5%.
“Things got spooky enough in equities that people started buying the crap out of treasuries anyway. Like, you know, we had like a 19 basis point day on the 10 year last week.”