Still bullish overall. JH and -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Still bullish overall. JH and MZ continues to push the AI and chip narrative.

Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?

The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?

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Comments

KevinKelly
09-19
KevinKelly
Bullish narrative aside, this price already bakes in a lot. If next quarter guidance is only in line, I think the market punishes it fast
happygo
09-19
happygo
TSM capacity being booked out into next year is the bigger tell. AI capex still looks early

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