【U.S. Treasury yields top 5.34%, but the Nasdaq hits a new high? 😱🔥】
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Put these numbers together and none of it seems to add up. The 10-year Treasury yield climbed to 5.34%. The 30-year yield was even higher, nearing 5.7%. We haven’t seen levels like these in years. Normally, money would flow out of stocks and crypto and back into bonds. But this time, the opposite is happening. 📉
U.S. stocks didn’t fall on Monday—in fact, the Nasdaq rose 1%, closing at a record high. The S&P 500 was up 0.66%, just 0.3% below its August 13 peak. Nvidia, Microsoft, and Meta were the only stocks propping up the market. Most other stocks were under pressure. 📊
Oil prices were even more puzzling. WTI crude fell more than 2% that day, dropping to $89.29. The G7 agreed to release more than 100 million barrels of crude oil and diesel. Falling oil prices should ease inflation pressures a little. Yet bond yields kept climbing. The old rules aren’t working this time. 🛢️
Some analysts say inflation expectations are rising again. The September ISM services index fell from 55.4 to 54.9. New orders and employment data improved, but businesses reported rising costs. Add in fiscal troubles in France, and borrowing costs are being pushed higher around the world. 🔥
Meanwhile, the Fed’s moves this week are worth watching, too. Friday’s jobs report showed just 29,000 new jobs, far below the 90,000 expected. Markets still put the odds of the Fed holding rates steady in October at 80%. High interest rates and strong data are at odds with each other right now. ⏳
This matters a lot for crypto. Yields are this high, yet Bitcoin is still holding above $85,000. That suggests some investors simply don’t believe high rates can last. Either inflation can’t be contained, or more money will have to be pumped into the system later. Either way, hard assets have a case to make. 💰
📌 In a nutshell: Yields are at multi-year highs, but risk assets aren’t backing down—the market is betting on what comes next.
What do you think? At these levels, would you shift your portfolio toward bonds, or keep holding crypto?
#美联储10月维持利率概率升至82.3%
Group chat: 🌟 加入X先生的粉丝群聊
Put these numbers together and none of it seems to add up. The 10-year Treasury yield climbed to 5.34%. The 30-year yield was even higher, nearing 5.7%. We haven’t seen levels like these in years. Normally, money would flow out of stocks and crypto and back into bonds. But this time, the opposite is happening. 📉
U.S. stocks didn’t fall on Monday—in fact, the Nasdaq rose 1%, closing at a record high. The S&P 500 was up 0.66%, just 0.3% below its August 13 peak. Nvidia, Microsoft, and Meta were the only stocks propping up the market. Most other stocks were under pressure. 📊
Oil prices were even more puzzling. WTI crude fell more than 2% that day, dropping to $89.29. The G7 agreed to release more than 100 million barrels of crude oil and diesel. Falling oil prices should ease inflation pressures a little. Yet bond yields kept climbing. The old rules aren’t working this time. 🛢️
Some analysts say inflation expectations are rising again. The September ISM services index fell from 55.4 to 54.9. New orders and employment data improved, but businesses reported rising costs. Add in fiscal troubles in France, and borrowing costs are being pushed higher around the world. 🔥
Meanwhile, the Fed’s moves this week are worth watching, too. Friday’s jobs report showed just 29,000 new jobs, far below the 90,000 expected. Markets still put the odds of the Fed holding rates steady in October at 80%. High interest rates and strong data are at odds with each other right now. ⏳
This matters a lot for crypto. Yields are this high, yet Bitcoin is still holding above $85,000. That suggests some investors simply don’t believe high rates can last. Either inflation can’t be contained, or more money will have to be pumped into the system later. Either way, hard assets have a case to make. 💰
📌 In a nutshell: Yields are at multi-year highs, but risk assets aren’t backing down—the market is betting on what comes next.
What do you think? At these levels, would you shift your portfolio toward bonds, or keep holding crypto?
#美联储10月维持利率概率升至82.3%
