The bond market just delivered a wake-up call that matters far more than tonight’s headlines about Middle East ceasefires or tragic mosque shootings. The US 10-year Treasury yield spiked 14 basis points to 4.65% today—its largest single-day jump in seven weeks—while the VIX barely budged at 17.95, up a sleepy 0.73%. That divergence tells you … Read more
The ten-year Treasury yield climbed 3.00% to 4.59% on Friday, marking the highest close in three weeks and confirming that the March–April bond rally has fully unwound. The VIX jumped 6.78% to 18.43, and equity markets wobbled—the S&P 500 fell 0.48%, the Nasdaq 0.67%—but it was the fixed-income selloff that carried the clearest macro signal. … Read more
The 10-year Treasury yield spiked 14 basis points to 4.59% overnight—a three-percent single-session jump that obliterates the narrative of an orderly drift toward neutral rates. This move, combined with Al Jazeera’s exclusive reporting on escalating ship traffic tensions in the Strait of Hormuz and WTI crude hovering at $101, signals that the market is pricing … Read more