ArticlesTagged: treasury yields

#treasury yields

Stock analysis posts tagged "treasury yields" from Openbook.

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Saturday Special

The Ten Year Has Stopped Taking Its Orders From The Federal Reserve

The ten-year Treasury yield has detached from the Fed policy path. Soft payrolls no longer rescue long bonds, so equity rallies built on weak growth data are borrowed.

Andrew Menzies·3 Oct 2026
A battered metal oil can balanced atop a stack of old government bond certificates, with a single autumn leaf drifting down beside them
Week in Markets

Wall Street's week: a 24-year yield high and Accenture's best day

Treasury yields reached a 24-year high this week, capping Wall Street even as Accenture and Micron beat forecasts. Our five daily notes, reviewed.

Jack Green·2 Oct 2026
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Weekly Market Breakdown

US Market Breakdown: Muse Rally Meets Bond Rout, Week of 21 September 2026

Meta's Muse AI agent drove a near-13% weekly gain and split Wall Street: chipmakers rallied while travel bookers slid. The Nasdaq added 2% as Treasury yields hit a 19-year high, then Monday gave much of it back.

Openbook Analytics·29 Sept 2026
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Saturday Special

Defensive Stocks Are Where A Five Percent Ten Year Does Its Damage

A ten-year Treasury at 5.18 percent does not threaten the whole US equity market. It threatens the income half of it. The right response is to cut equity duration, not equity exposure.

Jack Green·26 Sept 2026
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Week in Markets

Two Nasdaq records, then a 5.2% yield: Wall Street's week

Two record Nasdaq closes, then a bond market that took them both back. The week Wall Street's AI rally met a 10-year yield at its highest since 2007.

Jack Green·25 Sept 2026
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Market Spotlight

NextEra Energy (NEE) Stock Analysis: Revenue Growth, Profit Margins and Valuation

The 10-year Treasury yield is back at 5.02% after the Fed's first hike since 2023. NextEra closed at USD 79.60, about 19% below its 2026 high.

Jack Green·22 Sept 2026
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Saturday Special

Why A Rate Hike Would Lower The 30 Year Treasury Yield, Not Raise It

The 30-year Treasury yield is now a supply variable, not a Fed variable. A December rate hike is the thing long bond holders should worry about least. The deficit and AI debt are the real drivers.

Jack Green·29 Aug 2026
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Weekly Market Breakdown

US Market Breakdown: Record Highs Meet a Bond Rout, Week of 10 August 2026

Cooler US inflation lifted the S&P 500 to a record above 7,800 last week, but weak retail sales and a bond selloff that pushed 30-year Treasury yields to their highest since 2007 took the shine off by Monday.

Openbook Analytics·18 Aug 2026
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Saturday Special

Gold Is Right About This Jobs Report And The Nasdaq Is Not

Stocks and gold both rallied on the July payrolls miss, but they are pricing opposite outcomes. Gold has it right. The report said nothing about the inflation the Fed is actually fighting.

Andrew Menzies·8 Aug 2026