WSJ Investment Pulse

Mediators push for a framework deal to block imminent U.S. and Israeli strikes on Iranian energy facilities, with Washington insisting on uranium...

A WSJ columnist argues Nvidia remains undervalued at its $5.4 trillion market cap due to explosive growth—guiding for $91 billion in quarterly...

Bond investors should monitor key risks and opportunities as the Warsh era at the Fed begins, with experts from Astoria Advisors and BondBloxx discussing strategies on CNBC’s ETF Edge.

Kevin Warsh takes the Fed helm today facing the highest 10-year Treasury yields since January 2025 at 4.56%, driven by mounting inflation fears unlike...

WSJ Investment Pulse · May 22 Daily Digest

Bond Market Pressures

• 🔥 Stock Selloff Needed for Yield Relief: BCA Research states that a...

Rising 30-year Treasury yields above 5% have lifted the odds of a Fed rate hike to 52%.

• Hot equities are preventing bond yields from easing,...

Nvidia is betting on new data center chips for growth as its sales outlook tops estimates. This positions the firm as a key player in AI-driven tech investing amid shifting markets.

Recent moves higher in US Treasury yields are reviving familiar narratives around bond vigilantes and fiscal panic, with implications for interest...

• Surging yields triggered convexity hedging by MBS investors, who sold Treasuries to offset extended duration from slower prepayments.
• Heavy...

Bond Sell-Off Escalation

• 🔥 Yield Surge Forecast: TS Lombard warns the bond sell-off may have just begun and projects 10-year US Treasury yields...

How severe must the U.S. government bond selloff become before the Trump administration intervenes?

• The selloff has paused for now, yet it has...

Analysts split sharply on the Treasury selloff's trajectory and market fallout.

• Yardeni Research views rising yields as no threat to the bull...

Tom Lee and Jim Cramer warn of a 15-20% pullback as CAPE hits 41.66, near dot-com peaks. Yet options markets assign just a 5% probability to SPX...

Stock Market Outlook

• 🔥 US stock market outlook: It's time to reallocate from growth to value: It's time to harvest profits from the growth...

Goldman Sachs is expected to be named lead banker on SpaceX's behemoth IPO. This development spotlights a major private-to-public transition for investors tracking tech and market access.

Asian stocks are set to drop as the global bond selloff extends, with ripple effects hitting regional markets.

• Dollar strength: A key gauge closed...

Fidelity portfolio manager Julian Potenza analyzes bond market conditions for potential buying opportunities, weighing geopolitical tensions, volatile...

Rising Treasury yields are intersecting with sticky inflation to pressure the AI-driven stock rally and broader growth stocks.

• Tech valuations...

Bond market volatility and rising long-term yields are complicating CRE financing recovery even as short-term relief emerges.

• Floating-rate relief:...

The CFTC is investigating a sharp spike in oil futures trading ahead of President Trump's decision to postpone Iran-related moves, with oil prices staying elevated and pressuring broader markets including Indian shares.