yield curve

Why a Yield Peak Could Lift Banks, Housing and Utilities

Chip stocks took a break from their recent run as investors look ahead to bank earnings and watch for signs that Treasury yields may...

Why David Miller Sees More Upside for U.S. Stocks

U.S. stocks are pushing toward new record highs, but rising 10 year Treasury yields are creating a tougher environment for equity investors. David Miller,...

Why 5% Treasury Yields Matter for Corporate Credit

The U.S. investment grade credit market is facing a key test as the 10 year Treasury yield approaches 5% and corporate debt issuance accelerates...

David Busch Breaks Down the Fed’s Inflation Dilemma

Wall Street is facing a critical macroeconomic crossroads as investors look ahead to the Federal Reserve’s rate decision, with the 10 year Treasury yield...

Why Market Breadth Is Raising a Warning Sign for Stocks

A narrowing stock market is creating new risks for investors even as the broader market remains bullish. Jessica Inskip, Director of Investor Research at...

Michael Goosay on Bonds, Inflation and the Fed

U.S. bond markets are facing pressure as oil prices climb above $100 a barrel, Treasury yields rise and investors await the latest CPI report....

Treasury Yields, Inflation & the Bond Market Warning

Paul Karger, co-founder and managing partner of TwinFocus, joins Remy Blaire to break down the growing pressure in the U.S. Treasury market and how...

Why This Bull Market Could Keep Running

Corporate America is delivering stronger-than-expected earnings, with S&P 500 earnings growth surging to levels rarely seen outside major recession recoveries. Against that backdrop, the...

Wall Street’s Next Big Catalyst: Oil, the Fed, AI & SpaceX’s Historic IPO

Markets are rallying as investors digest a wave of major headlines, from falling oil prices and easing geopolitical tensions to a historic IPO boom....

Geopolitics, Cooling Inflation and Rising Risk Appetite Shape Q2 Fixed-Income Outlook

Mike Goosay, the CIO & Global Head of Fixed Income at Principal Asset Management, joins Remy Blaire to delve into the current state of...