Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs
The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes. Source：MarketWatch
The bond market shrugged off two inflation shocks. Why stock investors should pay attention.
Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive…
Bitcoin, copper, stocks, yields all fall; gold rises
Your dayahead look for Oct. 15, 2026 Source：CoinDesk
Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma
There isn’t any way to spin Wednesday’s hot consumerprice index report as good, especially when looking at the bond market’s reaction. Source：MarketWatch
Standard Chartered pushes $2T stablecoin forecast to 2030 as transaction volumes grow
The bank identified four distinct stablecoin markets, with USDC leading payments and AI transactions as competition intensifies over reserve yields.…
Bitcoin price dips below $82K as high oil prices spike US CPI inflation
Bitcoin fell below $82,000 while bond yields targeted new 24year highs on the back of hot US CPI inflation. Source：Cointelegraph
How you can prepare for 6% bond yields
Savers and investors at current yields stand to benefit, but fears are growing about the rest of the economy outside of the AI boom Source：MarketWatch
Fund managers retain surprising optimism in the face of stagnant stock market and tumultuous bond market
Many asset allocators are waiting for bond yields to hit 6% before they flip the switch from equities to fixed income, but a significant portion are already…
Bitcoin holds $83,000 as dollar strength keeps markets on edge
Bitcoin and gold hold steady as a firm dollar and rising bond yields weigh on sentiment, while IREN secures a multiyear cloud services deal with Anthropic.…
The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist
A stronger dollar, higher bond market yields and elevated gas prices are already tightening financial conditions in the U.S. to the point that Kevin Warsh may…
The bull market is turning 4 years old — but yields could crash the party
For four years, tech has been the answer to almost every question about this bull market. Source：MarketWatch
Bank earnings to shed the first light on how higher yields are affecting the economy
The big banks kick off earnings season on Tuesday, to provide a first read on the health of the economy in a risingyield environment. Source：MarketWatch