US Stock Market Summary: A storm hits the bond market, cracks appear in AI-related credit, and money is flowing to safe havens.
Brothers, tonight’s session can be summarized in one word: widespread selling 📉
📌 The yield on US Treasury bonds with a 30-year maturity rose to its highest level since 2004, while the yield on 10-year notes crossed 5.2% for the first time since 2007.
💰 Markets are currently pricing in an approximately 70% chance of a rate hike in October and 80% in December.
🛢️ Oil is seeing strong volatility, with Brent crude staying above $107. In addition, a rumor about an agreement related to the Strait of Hormuz was denied by Iran shortly thereafter.
💵 The dollar is strengthening, gold is falling, and Bitcoin is steady near $84,000.
Despite this, the main indexes closed with no major changes, but the market’s internal details reveal where liquidity is heading.
📊 On the NYSE, stocks that reached new lows outperformed those that hit new highs for 8 consecutive sessions, and this pattern continued in 13 out of 14 sessions.
Money hasn’t left the market entirely; it has become more selective, moving toward the healthcare sector and some AI application companies—this is the signal to watch.
.
#美联储10月加息概率升至69.7%
#比特币本周回落至约84600美元
#美国30年期国债收益率触及2
Brothers, tonight’s session can be summarized in one word: widespread selling 📉
📌 The yield on US Treasury bonds with a 30-year maturity rose to its highest level since 2004, while the yield on 10-year notes crossed 5.2% for the first time since 2007.
💰 Markets are currently pricing in an approximately 70% chance of a rate hike in October and 80% in December.
🛢️ Oil is seeing strong volatility, with Brent crude staying above $107. In addition, a rumor about an agreement related to the Strait of Hormuz was denied by Iran shortly thereafter.
💵 The dollar is strengthening, gold is falling, and Bitcoin is steady near $84,000.
Despite this, the main indexes closed with no major changes, but the market’s internal details reveal where liquidity is heading.
📊 On the NYSE, stocks that reached new lows outperformed those that hit new highs for 8 consecutive sessions, and this pattern continued in 13 out of 14 sessions.
Money hasn’t left the market entirely; it has become more selective, moving toward the healthcare sector and some AI application companies—this is the signal to watch.
.
#美联储10月加息概率升至69.7%
#比特币本周回落至约84600美元
#美国30年期国债收益率触及2
