Can Wall Street keep partying while bond markets burn?
https://www.reuters.com/commentary/reuters-open-interest/can-wall-street-keep-partying-while-bond-markets-burn-2026-10-07/
There is a conundrum at the heart of US financial markets right now, it seems. Bond market fears are reaching fever pitch, catapulting Treasury yields to their highest levels in at least 20 years, yet the Nasdaq and S&P 500 are hitting record peaks. What gives?
A Top-Heavy Stocks Rally Is Daring Bond Yields to Break It
https://www.bloomberg.com/opinion/newsletters/2026-10-06/a-top-heavy-stocks-rally-is-daring-bond-yields-to-break-it
https://www.reuters.com/commentary/reuters-open-interest/can-wall-street-keep-partying-while-bond-markets-burn-2026-10-07/
There is a conundrum at the heart of US financial markets right now, it seems. Bond market fears are reaching fever pitch, catapulting Treasury yields to their highest levels in at least 20 years, yet the Nasdaq and S&P 500 are hitting record peaks. What gives?
https://www.bloomberg.com/opinion/newsletters/2026-10-06/a-top-heavy-stocks-rally-is-daring-bond-yields-to-break-it
Stocks Reach New High as Investors Look Past Rising Rates
https://www.nytimes.com/2026/10/06/business/stock-market-record.html
The S&P 500 rose 0.6 percent on Tuesday, exceeding its previous peak set in August and taking its gain this year to more than 14 percent.
The S&P 500 Hits a New Record High, Powered by Tech—and Not Much Else
https://www.wsj.com/finance/stocks/the-s-p-500-hits-a-new-record-high-powered-by-techand-not-much-else-66e01705
Most U.S. stocks are down, but the market’s AI engine is firing on all cylinders.
U.S. Investors Have an ‘Exorbitant Privilege’
https://www.wsj.com/finance/investing/u-s-investors-have-an-exorbitant-privilege-16201ed3
The S&P 500 just hit another record, but it sure doesn’t look like a bull market beneath the surface.
https://www.nytimes.com/2026/10/06/business/stock-market-record.html
The S&P 500 rose 0.6 percent on Tuesday, exceeding its previous peak set in August and taking its gain this year to more than 14 percent.
The S&P 500 Hits a New Record High, Powered by Tech—and Not Much Else
https://www.wsj.com/finance/stocks/the-s-p-500-hits-a-new-record-high-powered-by-techand-not-much-else-66e01705
Most U.S. stocks are down, but the market’s AI engine is firing on all cylinders.
U.S. Investors Have an ‘Exorbitant Privilege’
https://www.wsj.com/finance/investing/u-s-investors-have-an-exorbitant-privilege-16201ed3
The S&P 500 just hit another record, but it sure doesn’t look like a bull market beneath the surface.
America’s favorite index is misleading investors about the state of the stock market
https://www.marketwatch.com/story/americas-favorite-index-is-misleading-investors-about-the-state-of-the-stock-market-2e91ca95
The market is splitting into two camps: ‘AI’ vs. ‘non-AI’.
https://www.marketwatch.com/story/americas-favorite-index-is-misleading-investors-about-the-state-of-the-stock-market-2e91ca95
The market is splitting into two camps: ‘AI’ vs. ‘non-AI’.
Is A Stock Market Correction Coming? Most Americans Think So
https://www.fa-mag.com/news/is-a-stock-market-correction-coming--most-americans-think-so-88713.html
https://www.fa-mag.com/news/rising-stocks-with-weakening-eps-revisions-could-sink-s-p--strategist-says-88706.html