What's on your mind?
bond yield up, should I switch from the stock market to the bond market ?
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
Bond's yield up, meaning bond's trade price drop. correct me if I am wrong
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
The ultimate driver of long-term US Treasury yields is the US fiscal deficit. The so-called widening risk spreads and high corporate debt levels are all built on this fertile ground of US deficits.
Is there a solution?
This comes down to whether we face a soft or hard landing.
If it's a soft landing, the USD needs to depreciate and rates must come down. Right now, it's like having cancer but also suffering from food poisoning—let's handle the emergency first and deal with the chemotherapy later.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
which sticks will benefit?
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
10 year treasury yield has risen but US economy is on growth phase esp extraordinary demand from AI related. Hence, how high can the US stock market continue to rally will depends on each quarter earnings report and of course the economic data. Volatility is to be expected as always.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
Yields climbing above 5% and substantial issuance are expanding credit spreads, redirecting capital from long-duration AI hardware toward cash-generative software as profit pools move downstream to applications.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
Surging 10-year yields and widening credit spreads create dual pressure across markets, but the impact is far from uniform. High discount rates naturally compress high-multiple semiconductor valuations after an extended run. Meanwhile, capital rotation into mission-critical software highlights a crucial evolution: investors are becoming far more selective, prioritizing resilient cash flows over capex-heavy AI hardware infrastructure.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
Software runs in the hardware. Hardware is necessary too. Though hardware has its lifespan, maintenance plays a part as well. Replace hardware may seem to be the best if already use it for many years. However, take care of it matters.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
With treasury above 5%, it doesn’t matter software or AI profit, both will be going down as money rotates into treasury
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
With previous raises it is more like both software and semiconductors are raised before the interest rate increases. The semiconductor sector should be down after a sharp increase. If the yield rises to a level no one accounts for or a breaking point, most likely a 5-15% drop will happen.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
