Stock analysis posts tagged "treasury yields" from Openbook.

The 30-year Treasury yield is now a supply variable, not a Fed variable. A December rate hike is the thing long bond holders should worry about least. The deficit and AI debt are the real drivers.

Cooler US inflation lifted the S&P 500 to a record above 7,800 last week, but weak retail sales and a bond selloff that pushed 30-year Treasury yields to their highest since 2007 took the shine off by Monday.

Stocks and gold both rallied on the July payrolls miss, but they are pricing opposite outcomes. Gold has it right. The report said nothing about the inflation the Fed is actually fighting.