The Week the Bond Market Won
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The Week the Bond Market Won
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Two weeks ago the market was pricing a rate cut. That is over. The 30-year Treasury yield hit its highest level in nearly two decades, oil rose about 5% after a US-Iran diplomatic understanding expired, and the Fed minutes revealed that several officials — not just the three who dissented — believe rate increases will be necessary if inflation stays elevated. Then Walmart fell more than 9% on its weakest quarterly sales in over six years. Atlas and Michael walk through the first losing week since July, why energy prices and the hawkish case feed each other, and why manufacturing is running hot while the consumer bends. Plus what a 20-year high in long yields does to the cost of capital for companies that have no profit and must raise to continue. Then the week ahead: inflation data and Nvidia both Wednesday, and the Fed chair's first Jackson Hole keynote Friday. Commentary and education only, never advice.