Notícias

Stocks are beginning to feel the pressure from rising bond yields.

The latest escalation in the Middle East conflict has been tough on fixed-income investors. Global government bonds have tumbled this week, sending yields sharply higher, as surging oil prices revived inflation fears.

The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the...

Rising Treasury yields are weighing on equities as the S&P 500 breaks key technical levels, while charts suggest the 10-year yield could climb back toward 5%.

Rising Treasury yields are weighing on equities as the S&P 500 breaks key technical levels, while charts suggest the 10-year yield could climb back toward 5%.

Treasuries are getting hit hard thanks to data showing economic resilience and higher oil prices. Meanwhile, jobless claims unexpectedly plunged. Higher oil prices push up yields as investors demand more coupon for a potentially higher inflation print in the future.

Wall Street is eyeing the bond market’s long summer slump as oil price soar and debt levels escalate.

The Morning Bull - US Market Morning Update Thursday, Jul, 23 2026 US stock futures are pointing slightly lower this morning, as investors weigh higher bond yields and firm energy prices against softer jobs data. The US 10 year Treasury yield is trading near a two month high around 4.63%, which means borrowing stays relatively expensive for households and companies. Oil related tensions are feeding into that move, with a surprise US crude inventory build of 2.6 million barrels and emergency...

Bond yields continued to climb on Thursday as oil prices rose amid an escalating conflict in the Middle East.

Bond yields continued to climb on Wednesday as oil prices rose amid an escalating conflict in the Middle East.

Treasury yields continue to tick higher alongside oil prices, putting the 10-year yield close to its 2026 high point. The yield on the 10-year note climbed to 4.648% in morning trading, according to Tradeweb, just shy of the 4.687% intraday high that it reached on May 19. The uptick in oil prices is making investors more worried about the inflation outlook, with traders now seeing a roughly 50% chance that the Federal Reserve raises interest rates twice before the end of the year.

Treasury's fell sending yields higher, concluding a day of light U.S. economic data ahead of the Federal Reserve's interest rate meeting next week. Brent crude futures added 2% to settle above $90 a barrel.

Oil futures were on the rise as the war in Iran drags on. Brent futures climbed 2.2% to $91.18 per barrel while WTI futures rose 2.4% to $84.46. Both Brent and WTI are on track for their highest settlement in over a month, Dow Jones Market Data showed.

JPMorgan CEO Jamie Dimon, one of Wall Street’s most venerated leaders and a man once on the shortlist of names to become Treasury Secretary, offered some straight talk on the value of U.S. debt and the impact of deficit spending this week. Dimon, who at the age of 70 is nearing the end of his two decade tenure at the helm of the world’s biggest bank but remains the market’s central conscience, told Wilfred Frost’s Master Investor Podcast that he wouldn’t be a buyer of At least not at current levels. Dimon said the government can handle the issue one of two ways, either through a bipartisan effort similar to the Simpson-Bowles Commission of 2010, proposed by President Barack Obama and led by Republican Congressman Paul Ryan, or “waiting for it to become a problem.”

The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...

The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...

After more than a decade of being starved for yield by the Federal Reserve, the bond market is finally offering us a clean, honest 5% return on zero-risk U.S. government debt.

Rising oil prices and escalating attacks on Iran moved mortgage rates higher.

Treasury yields rise as the number of people filing for jobless insurance in the U.S. falls to 208,000 from an upwardly revised 216,000. Economists surveyed by WSJ expected an increase to 218,000. The July Philadelphia Fed business activity gauge jumps to 41.

Fresh signs of cooling U.S. inflation revive demand for Treasuries, pushing yields down. June producer price index falls 0.3%. Ex-food and energy, PPI rises 0.2%. Both measures come below WSJ consensus forecast.

Bond yields dropped sharply and Nasdaq futures climbed after a cooler-than-expected inflation report this morning. Futures for the S&P 500 and Nasdaq-100 index rose, while those tied to the Dow industrials edged lower.

European bond yields are forging higher, in line with moves in U.S. Treasurys, as renewed hostilities in the Mideast push oil prices higher and revive inflation worries. The yield on the 10-year U.K. gilt has risen above 5%, after ending last week below 4.

Treasury yields rise as renewed tensions in the Middle East raise uncertainties. U.S. and Iran exchange fire over the weekend and crude prices rise 4%, clouding the outlook for inflation and interest rates.

Treasury yields rise, while the dollar slips. Fears of escalation in the Middle East recede and oil prices are stable above pre-war levels, following Thursday's decline. Treasury auctions this week showed no signs of declining demand.

The Morning Bull - US Market Morning Update Friday, Jul, 10 2026 US stock futures are pointing slightly higher this morning, with S&P 500 contracts up about 0.2%, as investors weigh stubbornly high bond yields and softer signs from consumer borrowing. The US 10 year Treasury yield is holding near 4.6%, which keeps the cost of mortgages, car loans, and business borrowing elevated and keeps talk of at least one more Federal Reserve rate hike alive. At the same time, US consumer credit in May...

The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...

Bond yields rose on Wednesday as oil prices surged amid renewed tensions in the Middle East.

U.S.-Iran tensions pushed the yield on 10-year U.S. Treasurys to its highest intraday level since May this morning. The 10-year U.S. Treasury yield reached as high as 4.583%, according to Tradeweb, its highest level since May 22.

Global bond yields are jumping on the back of higher oil prices this morning after President Trump said he thinks the ceasefire with Iran is "over." European bonds saw some of the biggest moves, with benchmark 10-year bond yields in the U.

"Warsh explicitly avoided policy guidance in the statement and press conference, so it seems unlikely that he would permit such guidance via the minutes," writes Englander, head of G-10 foreign-exchange research at the bank. Englander's prediction chimes with the way that Warsh, who spent more than a decade arguing that the Fed should say less, has approached his new post so far.