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Yields Just EXPLODED #yieldcurve #bonds #investing #stocks

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ticker lesson

Breakdown

0:0010-year Treasury· ticker

10-year yield hits 5.15% after strong PMI

  • 10-year yield reached 5.15%
  • Strong PMI contributed to sell-off
  • Yield near S&P 500 earning yield 5.24%
  • Investors crowded out above 5%
0:01Oil· ticker

Oil part of the market move

  • Oil definitely part of the move
  • Fed hike odds another factor
0:02S&P 500· ticker

S&P 500 earning yield near 5.24%

  • S&P 500 earning yield near 5.24%
  • Private borrowers must clear hurdle rate
0:03Oracle· ticker

Oracle under Force Majeure in New Mexico

  • Force Majeure declared for New Mexico
  • Oracle story to watch
0:04lesson

AI investment and economic feedback loop

  • Strong AI investment boosts economic growth
  • Growth pushes up Treasury yields
  • Bottlenecks contribute to inflation
  • Fed hikes raise cost of capital
  • Feedback loop raises hurdle rate for AI build-out

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