#sp500endsweeklywinstreak
The S&P 500 just learned a painful lesson:
đ Stocks can ignore bond yields⊠until they canât. đ
After 3 straight winning weeks, Wall Street finally hit the brakes.
The Yield Shock:
Long-term Treasury yields climbed back near multi-year highs, putting pressure on expensive growth stocks.
đ S&P 500: -1.4% this week
đ» Nasdaq: -2.0%
đŠ 10Y yield: ~4.73%
đ„ 30Y yield: ~5.27%
Why did tech get hit hardest?
Higher yields mean future profits are worth less today â and high-valuation tech stocks feel that math first.
But hereâs the contradiction:
While stocks fell, Bitcoin surged above $77K and gold gained more than 5%.
The Treasury tried to calm the bond market by expanding long-dated bond buybacks.
It helped⊠temporarily.
The bigger problem?
Americaâs debt has now crossed $40 trillion. Buybacks may calm the market, but they donât erase the borrowing problem.
Square Insight: The real chart to watch may not be the S&P 500 â itâs the 30-year Treasury yield.
If yields keep climbing, which asset breaks first: stocks, bonds, or crypto? đ
#Macro #Markets #Crypto
$BTC
$PAXG
$COIN
The S&P 500 just learned a painful lesson:
đ Stocks can ignore bond yields⊠until they canât. đ
After 3 straight winning weeks, Wall Street finally hit the brakes.
The Yield Shock:
Long-term Treasury yields climbed back near multi-year highs, putting pressure on expensive growth stocks.
đ S&P 500: -1.4% this week
đ» Nasdaq: -2.0%
đŠ 10Y yield: ~4.73%
đ„ 30Y yield: ~5.27%
Why did tech get hit hardest?
Higher yields mean future profits are worth less today â and high-valuation tech stocks feel that math first.
But hereâs the contradiction:
While stocks fell, Bitcoin surged above $77K and gold gained more than 5%.
The Treasury tried to calm the bond market by expanding long-dated bond buybacks.
It helped⊠temporarily.
The bigger problem?
Americaâs debt has now crossed $40 trillion. Buybacks may calm the market, but they donât erase the borrowing problem.
Square Insight: The real chart to watch may not be the S&P 500 â itâs the 30-year Treasury yield.
If yields keep climbing, which asset breaks first: stocks, bonds, or crypto? đ
#Macro #Markets #Crypto
$BTC
$PAXG
$COIN
