Market Moves
Elevated Stock Valuations Will Not Stay High for Long, Says Market Sage
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Tag: 10-year Treasury yield
Risk
JOLTS Report Sends Stocks Tumbling, Prompting Visions of Another Fed Hike
Job openings surge for August is almost 1 million higher than expected.
Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Asset Allocation
Why Are Bond Yields Climbing? Not Because of Inflation
The more likely impetus is the end of the Fed’s bond-buying spree, says Natixis’ Lavorgna.
Asset Allocation
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Market Moves
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
A hot equities market, plus some accounting help from interest rates, aided the plans.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.