---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000913830.md"
description: "The near-flat equity performance masks growing pressure from the bond market. The 30-year Treasury yield reaching 5.50% and expectations of another Fed hike indicate tighter financial conditions, particularly as higher oil prices could reinforce inflation concerns. The sharp rise in October hike expectations from around 53% to 77.5% increases the risk of further valuation pressure on rate-sensitive equities. However, the limited movement in major indices suggests investors have so far absorbed the higher-rate outlook without significant broad-market selling."
datetime: "2026-09-25T04:10:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000913830.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000913830.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000913830.md)
author: "[TheRaccoonAnalysis](https://longbridge.com/en/profiles/26041475.md)"
generator: "portal-rs"
---

# The near-flat equity performance masks growing pre…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**