Wall Street Sells Off, Leadership Shifts
The S&P 500 closes Week 41 higher, but leadership rotates: utilities and energy advance, technology retreats, and the Russell 2000 pulls back. Breadth remains uneven, with the 10-year US Treasury yield approaching 5.24%.
High risk appetite, tight market: tech and Asia hold up as bonds and breadth deteriorate
The Risk Appetite Index stands at 69 in Greed territory, yet equity market breadth is narrowing and Treasuries are giving back…
AI Holds Firm, the Fed Pauses. But Bonds Won’t Let Go.
Weak payrolls and a less aggressive PCE reading bring the Fed closer to a pause, yet the long end of the curve keeps selling off:…
Rates Back in Focus: The Index Holds, but the Market Narrows
Week 39 confirms a surface-level risk-on regime, yet rising US yields and weak breadth reveal an index resilience increasingly…
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See all ›Treasury Buybacks: What Bessent Isn’t Saying
Bessent announces a doubling of buybacks on the 10–30-year segment, but without a cap on the number of operations, the Treasury's 'whatever it takes' moment remains entirely…
USA: Two-Speed Growth, Not Recession
July and mid-August data paint a picture of an unevenly slowing US economy: housing and consumer spending are losing momentum, while capex, technology and defence are keeping the…
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