Treasuries


The Stock Market’s Many Concerns Extend Beyond Historic Oil Prices

Stocks are bending, but not yet breaking, in the face of the historic oil price surge.

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Oil Prices Are Wagging the Stock Market Dog as Iran War Enters Its Seventh Day

Wall Street remains focused on oil prices this week—and likely for the foreseeable future.

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Treasuries Suffer Worst Four-Day Skid in Months as Iran War Continues

The duration and the cost of the war are key factors for the U.S. federal budget.

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Stocks, Oil, and the Dollar Sending Mixed Signals on U.S.-Iran War Impact

Global markets are diverging as the U.S.-Iran war enters its sixth day.

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Goldman Sachs CEO Surprised by Stock Market Reaction to Iran. He’s Not Wrong to Worry.

The overnight plunge in South Korea suggests investors can’t see where the next pocket of risk will emerge.

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Higher Mortgage Rates, Fewer Sales Hit Builder Stocks. The Next Few Weeks Will Be Crucial.

The National Association of Realtors’ January data showed drops in both closed home sales and pending sales.

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The Iran War Puts the Fed’s Rate-Cut Timeline in Doubt

Interest rate markets were already factoring in fewer cuts this year. Now investors are questioning if rates will hold all year.

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Iran Rattled Markets. It’s Still a Chance to Buy the Dip.

Four Wall Street experts make their case for why investors should take advantage of the jolt of volatility from this weekend’s attack.

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Volatility Spikes as US-Iran Conflict Sends Stocks Lower. Why Confidence Could Be Slow to Return.

An unsteady market now faces huge, and undefined, risks tied to a prolonged conflict in the Persian Gulf.

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Stocks’ Season of Discontent Could Linger Well Past Winter. Plus, Picks Among BDCs.

Stocks are falling, inflation is growing, the Fed may be hamstrung. What else could go wrong? At least there are bargains in business development companies whose stocks were crushed.

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Yields Dive Below 4%, Bond Spreads Hit Yearly Highs as Traders Get Spooked

Yields have dropped to 2026 lows while credit spreads have widened to their highs this year.

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Wall Street’s Most Important Number Just Got Hit. That Isn’t Good.

Yields on 10-year Treasury notes fell below 4% for the first time since November this week.

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The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.

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Atlanta Fed President Delivers a Parting Warning About Inflation

Raphael Bostic, who has held the role for about nine years, is stepping down effective Feb. 28.

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The Bond Market Is Pricing in Trouble a Decade From Now

The 10-year Treasury yield has declined over the past year, but longer term debt tells a different story.

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Mortgage Rates Dip Under 6%. 3 Things Weighing on Housing Stocks.

Mortgage rates fell to just below the 6% level that many economists view as an important psychological benchmark for home buyers.

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One of the Most Dovish Fed Governors Just Raised the Bar for Rate Cuts

Only a few weeks ago, Christopher Waller dissented from his colleagues in favor of cutting interest rates. Now he is calling the next decision a coin flip.

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Trump’s Push and Pull on Tariffs Lowers Rates but Raises Uncertainty in Global Markets

President Donald Trump’s new tariff plan raises more questions than answers.

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Inflation Picked Up in December, Paving the Way for a Pause at the Fed

The central bank’s preferred inflation gauge had been expected to show prices increased faster in December.

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The AI Boom Isn’t a Reason to Cut Rates, Says Fed Governor Barr

The White House has argued that a surge in productivity driven by artificial intelligence will give the central bank room to lower interest rates without stoking inflation.

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AI Spending by U.S. Companies Has Fund Managers Looking Overseas for Stocks

Artificial-spending concerns and bubble risks are making overseas stocks more attractive, says a BofA survey.

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What the Treasury Market Is Really Saying About the Economy and the Stock Market

The 10-year Treasury note has seen its yield move up or down only as much as 0.39 percentage points over the past six months.

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China May Be Moving Away From U.S. Treasuries. Why the Market Shrugged It Off.

The yield on the 10-year Treasury note was flat Monday afternoon, trading at 4.217% after briefly inching up earlier in the day.

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The Bond Market’s Calm Could Be Ending. Clouds Are Piling Up Overseas.

Developments from Tokyo to Beijing to London and Washington have the potential to send yields higher. Wall Street is watching.

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Amazon Defies AI Fears With Huge Spending. Why It’s a Big Risk for Markets.

The Bitcoin rout continues, one IPO pauses while three more move ahead, Hims & Hers offers knockoff Wegovy pill, and more news to start your day.

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