>> AT THE VERY BEGINNING OF THE YEAR, WE RAN THIS THREE PART SEGMENT ON MY 25 QUESTIONS FOR 20 2025. LOOK, I CAME UP WITH FOUR BIG MACRO QUESTIONS, ONE QUESTION FOR EACH OF THE 11 MAJOR SECTORS AND OF COURSE, TEN TECH SPECIFIC QUESTIONS. SO NOW THAT THE YEAR IS NEARLY OVER.LET'S TALK ABOUT THE ANSWERS. FIRST QUESTION, DOES THE YIELD ON THE TEN YEAR TREASURY GO TO 4% OR 5% FIRST OR NEITHER. AT THE TIME, THE TENURE WAS SITTING AT JUST OVER 4.5%.AND THIS IS ONE WHERE WE GOT A DEFINITIVE ANSWER BECAUSE THE TEN ...

Core Insights - Official interest rates are declining, but consumer-relevant rates are not following suit, indicating a disconnect in the market [1] Group 1: Treasury Yields and Interest Rates - The 10-year Treasury yield rose to 4.21%, its highest level since early September, despite expectations of a Federal Reserve interest rate cut [2][10] - The probability of a quarter-percentage-point cut by the Fed increased by 7 percentage points in the past two weeks, yet the 10-year yield has risen by about 20 basis points [3] Group 2: Economic Impact - Elevated interest rates have negatively impacted economic growth, particularly in sensitive sectors like housing [4] - The Fed's rate-setting does not directly influence consumer rates; instead, it sets a floor for bank reserve rates, leading to potential market disconnects [5] Group 3: Market Concerns - Concerns over the U.S. national debt, exacerbated by tax cuts expected to add over $3 trillion to the debt over the next decade, may be driving yields higher as investors seek more compensation [6] - Policy uncertainty and geopolitical risks are affecting international demand for U.S. Treasurys, although foreign appetite remains relatively healthy [7] Group 4: Inflation and Monetary Policy - Rising yields may reflect uncertainty regarding inflation trends and the Fed's monetary policy response, influenced by tariff policies [8][10] - President Trump's influence on the Fed's independence raises concerns about the alignment of U.S. policy with economic realities, potentially adding to inflation and interest rate uncertainty [9]

The yield on the 2-year Treasury note was up to 3.54%, while the 10-year yield was up to 4.1%%. Stocks rose modestly to start Friday's session as Wall Street awaited updates on inflation and consumer sentiment. The Dow Jones Industrial Average rose 79 points, or 0.2%. The S&P 500 was up 0.3%. The Nasdaq Composite was up 0.5%. ...

Core Insights - The stock market experienced a positive trend, with the Dow Jones Industrial Average rising by 222 points, or 0.5% [1] - The S&P 500 also increased by 0.5%, while the Nasdaq Composite saw a rise of 0.7% [1] - Treasury yields increased, with the 2-year note reaching nearly 3.5% and the 10-year yield approaching 4.03% [1]

Group 1 - The Dow Jones Industrial Average increased by 493 points, or 1.1%, indicating a strong market performance [1] - The S&P 500 index rose by 1%, while the Nasdaq Composite saw an increase of 0.9%, reflecting a broad market rally [1] - The rally occurred after Wall Street rebounded from a previous selloff in technology stocks, suggesting a recovery in investor sentiment [1] Group 2 - The yield on the 2-year Treasury note decreased to 3.51%, while the 10-year yield fell to 4.06%, indicating a shift in bond market dynamics [2]

Market Performance - The stock market experienced a rally on Friday, helping to recover from a challenging week for Wall Street [1] - The Dow Jones Industrial Average increased by 75 points, or 0.2%, while the S&P 500 rose by 0.1% [1] - The Nasdaq Composite, however, fell by 0.2%, marking its worst week since April 4 [1] Treasury Yields - The yield on the 2-year Treasury note decreased to 3.56% [2] - The yield on the 10-year Treasury note dropped to 4.09% [2]

Core Insights - The S&P 500 index increased by 0.5%, while the Dow Jones Industrial Average remained essentially flat with a gain of 14 points. The Nasdaq Composite saw a rise of 1% [1] Market Performance - Major stock indexes are experiencing upward movement due to strong earnings reports [1] - The yield on the 2-year Treasury note rose to 3.62%, and the 10-year yield approached 4.12% [1]

RT Investing.com (@Investingcom)*US TWO-YEAR TREASURY YIELD JUMPS 9BPS WITH DECEMBER CUT IN DOUBT🇺🇸🇺🇸 https://t.co/XDbd3Evaaf ...

Group 1 - The stock market experienced gains with the Dow Jones Industrial Average rising by 300 points, or 0.7%, while the S&P 500 and Nasdaq Composite both increased by 0.6% [1] - The yield on the 2-year Treasury note increased to 3.47%, and the 10-year yield rose to nearly 4.01% after previously dropping below 4% [2]

Group 1 - President Trump's comments on China influenced market sentiment, leading to a decrease in the market's fear gauge [1] - The Dow Jones Industrial Average increased by 110 points, or 0.2%, while the S&P 500 and Nasdaq Composite experienced declines of 0.1% and 0.3%, respectively [1] - The yield on the 10-year Treasury note rose back to 4% after previously falling below this key level [2]