Yeah, it tells us to focus on the fundamentals and that's why we continue to remain positive on equities for this year. Because when you look at the earnings trajectory for equities, it's just gone from strength to strength for 2026. Is it all because of tech.I mean, is that so. Is the dispersion so weak where it's all piled into one or two sectors. It's not good math.It is definitely tech leading the charge. But we are also seeing outside of the max seven, the 493 are also pulling their own weight. I saw r ...

New Zealand bond yields rose to the highest in about a year after the country’s AA+ credit rating outlook was cut to negative by Fitch Ratings. https://t.co/5XTs99MX9a ...

>> FROM NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, I AM SCARLET FU. "BLOOMBERG REAL YIELD" THE ONE-OUR EDITITION AND NOW. THE IRAN WAR UPENDS ENERGY MARKETS, SENDING GLOBAL BOND YIELDS SURGING. INVESTORS RUSHED TO BET ON HIGHER INTEREST RATES AS MAJOR CENTRAL BANKS INCLUDING THE FED TO SIGNAL FRESH CONCERN OF AN INFLATION SHOCK. AND THE VOLATILITY LEAVES BANKS SCRAMBLING TO SET REALISTIC PRICES ON BILLIONS OF DOLLARS OF BUY OUT DEBT. WE BEGIN WITH THE BIG ISSUE, AND ECONOMY CLOUDED BY THE FOG OF WAR. >> JUST ...

The ECB has announced it will be hiking rates in July and September to counter record inflation.U.S. political strategist James Carville famously said he would like to be reincarnated as the bond market because "you can intimidate everyone." So when bond yields start signaling a problem, the whole market listens.The escalatory rhetoric around the war in the Middle East has led to what Deutsche Bank is calling "the most hawkish central bank pricing of the year so far for both the [European Central Bank] and ...

Oil once again the big driver of the action gaining 5% on continued threats to tankers in the straight of Hormuz despite a release of reserves from IEA countries. Shares of Caesar is making a big move late in the regular trading session on a report that Tilman Fertitta is in talks to buy the company for $7 billion. That's about 34 bucks a share higher than a recent bid from Carl Icon.>> Well, the rise in oil prices has investors cutting their outlook for Fed rate cuts this year, predicting higher inflation ...

Core Viewpoint - Government bond yields increased significantly due to the ongoing U.S.-Israel conflict with Iran and persistently high oil prices [1] Group 1: Government Bonds - The rise in government bond yields indicates a reaction to geopolitical tensions and economic factors [1] Group 2: Oil Prices - Elevated oil prices are contributing to inflationary pressures, which may influence monetary policy decisions [1]

South Korea’s shorter-maturity bond yields are unlikely to revisit their February highs as the central bank prioritizes steadying markets https://t.co/duidL1FnuB ...

Group 1: Bond Yields and Dividend Stocks - Bond yields are expected to decrease, making dividend-paying stocks a more attractive investment option compared to government bonds [1] - Investors can achieve better returns through dividend stocks, which offer both share-price gains and dividend payments [1] - The article highlights four dividend stocks with decent yields and growth potential: Lockheed Martin, Cisco Systems, Bank of America, and Yum! Brands [1] Group 2: Lockheed Martin (LMT) - Lockheed Martin is projected to have sales growth from $67.571 billion in 2023 to $75.048 billion in 2025, with a forward dividend yield of 2.06% [1] - The company reported net earnings of $5.017 billion for 2025 and had cash and cash equivalents of $4.121 billion at the end of the previous year [1] Group 3: Cisco Systems (CSCO) - Cisco Systems reported quarterly revenue of $14.883 billion for the three months ended October 25, 2025, up from $13.841 billion in the same period the previous year [1] - The company's net income increased from $2.711 billion to $2.86 billion during the same timeframe, with an expected annualized dividend yield of 2.1% [1] Group 4: Bank of America (BAC) - Bank of America is anticipated to provide a 2.25% annual dividend yield, with revenue growing from $26.5 billion in Q4 2024 to $28.4 billion in Q4 2025 [1] - The net income for Bank of America increased from $6.8 billion to $7.6 billion during the same period, indicating strong financial health [1] Group 5: Yum! Brands (YUM) - Yum! Brands recorded GAAP-measured earnings of $1.91 per share in 2025, up from $1.49 per share in 2024, showcasing its resilience in the consumer-goods sector [1] - The company offers a forward annual dividend yield of 1.89%, presenting a potential for growth alongside its established brand portfolio [1]

Mortgage Rates Overview - Mortgage rates have increased due to developments in the Middle East, leading to higher oil prices and inflation fears, with the current 30-year fixed rate at 5.98%, up 17 basis points from last weekend [1] - The 15-year fixed rate has also risen by 18 basis points to 5.50% [1] Current Mortgage Rates - Current national average mortgage rates include: - 30-year fixed: 5.98% - 20-year fixed: 5.90% - 15-year fixed: 5.50% - 5/1 ARM: 5.96% - 7/1 ARM: 5.70% - 30-year VA: 5.52% - 15-year VA: 5.24% - 5/1 VA: 5.30% [5] Mortgage Refinance Rates - Today's national average mortgage refinance rates are typically higher than purchase rates, with specific rates not detailed in the provided content [3] Market Trends - The mortgage market has seen fluctuations, with rates dropping gradually since the end of May last year, peaking over 7% in January 2025 before declining [20] - Forecasts suggest that the 30-year mortgage rate will remain near 6.10% through 2026, with predictions from Fannie Mae indicating a rate near 6% by the end of the year [19] Buying Considerations - Current housing market conditions are more favorable compared to the height of the COVID-19 pandemic, with home prices stabilizing [16] - The best time to buy a house is when it aligns with individual circumstances rather than attempting to time the market [17]

Spiking bond yields show inflation angst from oil price surge as Mideast war deepens https://t.co/OXW6q2LQUL ...