Miner Company
Treasury Yields Are Testing The AI Equity Rally
Long-term yields are now the main threat to U.S. equities, with the 30-year Treasury above 5% and the 10-year near 4.6%, forcing investors to rethink stretched valuations. The Trump-Xi summit failed to deliver concrete progress on Taiwan, rare earths, semiconductors, Iran, or the Strait of Hormuz, leaving geopolitical and inflation risks unresolved.
Long-term yields are now the main threat to U.S. equities, with the 30-year Treasury above 5% and the 10-year near 4.6%, forcing investors to rethink stretched valuations. The Trump-Xi summit failed to deliver concrete progress on Taiwan, rare earths, semiconductors, Iran, or the Strait of Hormuz, leaving geopolitical and inflation risks unresolved.