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Nov 02, 2026
Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
Oct 05, 2026
S&P 500 forward earnings yield (5.26%) now trails the 10-year Treasury (5.28%) because rates rose faster than earnings estimates.
Sep 29, 2026
China's near-record-low 10-year yield came with two decades of equity underperformance and capital controls that Chinese savers are already working around by buying US tech.