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ClearBridge Investments strategist Jeff Schulze argues that robust corporate earnings and solid economic growth will support S&P 500 momentum despite climbing Treasury yields, highlighting that stron…
ClearBridge strategists argue the S&P 500 rally remains resilient despite rising 10-year Treasury yields, citing strong corporate earnings and real economic growth. Historically, strong performance t…
Dow Jones futures remain pressured as surging Treasury yields and $100 crude oil weigh on equity markets ahead of expected Fed rate hikes. Despite the broader market weakness following a tough week, …
High Treasury yields tempt yield seekers, but dividend growth stocks like Coca-Cola offer superior long-term inflation protection compared to fixed 30-year bonds. Despite lower initial yields, histor…
US equity indexes surged over 1% led by technology and communication services, despite August core CPI rising 0.3% and short-term Treasury yields climbing. Concurrently, crude oil tumbled nearly 3% f…
The US Treasury's $6 billion bond buyback failed to suppress rising yields, keeping the 10-year note near 5% and pushing mortgage rates past 7%. Treasury Secretary Bessent attributed elevated yields …
U.S. stocks rebounded Friday as warmer CPI data brought clarity regarding an imminent Federal Reserve rate hike. However, benchmark 10-year Treasury yields hovering near 5% and crude oil exceeding $1…
Global equities rallied on Friday as US indices surged despite steady August CPI data bolstering expectations for an upcoming Federal Reserve rate hike. Pullbacks in Treasury yields and crude oil pro…
Wall Street finished higher on Friday as headline CPI met expectations at 0.4% month-over-month. The S&P 500 rose 0.8%, led by communication services, despite core CPI ticking slightly higher than an…
Wharton professor Jeremy Siegel warns that Fed Chair Kevin Warsh will likely hike interest rates next week amid rising bond yields and gasoline prices, triggering an immediate sell-off across equitie…
Stubborn inflation figures and elevated oil prices have driven CME FedWatch rate-hike odds to 85.6%. As Treasury yields approach 5%, expectations of tightening monetary policy threaten growth stocks,…
Surging Treasury yields and rising Fed rate-hike odds pressured stocks weekly, but Friday saw an equity rebound. Analysts suggest an anticipated rate hike could restore policy credibility, stabilize …
Barron's commentary discusses portfolio allocation strategies for minimalist investors. While equity index funds continue to deliver strong returns, underperforming long-dated Treasuries face pressur…
US headline CPI met expectations at 3.4% year-on-year, driving a relief rally in the S&P 500 and Bitcoin despite core inflation ticking up 0.3%. Markets shrugged off early jitters, even as bets on a …
US stocks rebounded as new inflation data cemented expectations for an upcoming Federal Reserve rate hike. While Treasury yields eased slightly from near 5% and crude retreated, persistent inflationa…
US stock futures advanced Friday as crude oil pulled back and Treasury yields softened ahead of the crucial August CPI report. Markets are closely watching the inflation figures, which will heavily i…
Bank of America reports that positive stock-bond return correlations have returned, eroding Treasuries' historical role as a portfolio hedge. In a higher-rate regime, allocators demand higher fixed-i…
U.S. fixed mortgage rates surged ahead of impending Consumer Price Index data, with the 30-year fixed average jumping 19 basis points to 6.83%. The 15-year fixed loan reached 6.18%, signaling sustain…
US equities rebounded on Friday, with the S&P 500 climbing over 1% to halt a four-day losing streak as oil prices and Treasury yields paused their recent surge. However, elevated inflation keeps expe…
August US core CPI rose 0.29% month-over-month, beating all forecasts and bolstering expectations of a Federal Reserve rate hike. Bitcoin and gold initially dropped on surging Treasury yields before …