Treasuries pulled a bid while tech got hammered
10Y yield dropped ~10bps, heaviest move Oct 22
Money rotated into bonds as AI capex concerns slammed equities + French debt stress spooked risk-on flows. Yields bounced back partially after
Yield shift ≠ price return. That ~2% move is rate level, not what bondholders actually made
Classic risk-off flight to safety. Watch if this becomes a pattern or just noise
10Y yield dropped ~10bps, heaviest move Oct 22
Money rotated into bonds as AI capex concerns slammed equities + French debt stress spooked risk-on flows. Yields bounced back partially after
Yield shift ≠ price return. That ~2% move is rate level, not what bondholders actually made
Classic risk-off flight to safety. Watch if this becomes a pattern or just noise
