Layer3.news — Warren Pierson

BOND TRADERS DARE TO GO LONGER BEFORE 4% YIELD DISAPPEARS

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✍️ Bond investors are shifting their focus from short-term US yields to longer-term Treasuries, betting on a rally in 10-year US Treasuries to drive the benchmark below 4%.

👉 Bond investors are shifting their focus from short-term US yields to longer-term Treasuries. 👉 The shift is driven by the expectation of a rally in 10-year US Treasuries to drive the benchmark below 4%. 👉 Investors are taking profits on the steepener trade, which has been profitable this year. 👉 The US government shutdown and signs of labor market frailty are contributing to the trend. 👉 Pacific Investment Management Co., JPMorgan Asset Management, and TD Securities are advising clients to lock in yields while they remain attractive.

-- #GennadiyGoldberg #WarrenPierson #BrijKhurana #AlyceAndres #BillCampbell #AnneWalsh #VineerBhansali #PriyaMisra #JeffSchmid #RaphaelBostic #MichelleBowman #StephenMiran #NeelKashkari #AlbertoMusalem #MichaelBarr #JeromePowell #MaryDaly #AustanGoolsbee #business

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Gennadiy Goldberg Warren Pierson Brij Khurana Alyce Andres Bill Campbell Anne Walsh Vineer Bhansali Priya Misra

10/5/2025

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STOCKS AND FUNDS SHOOT HIGHER DESPITE BUBBLE FEARS — WHAT'S NEXT?

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✍️ Despite concerns about a market bubble, the stock market continues to rally, with the S&P 500 index rising 7.8% in the third quarter and 14.5% for the year.

👉 The S&P 500 index rose 7.8% in the third quarter and 14.5% for the year. 👉 Small-cap stocks outperformed large-cap stocks, with the Russell 2000 index rising 12% in the third quarter. 👉 The AI trade is still working, despite warnings about overvaluation. 👉 Fund managers are struggling to keep pace with the market's gains. 👉 Interest rate cuts and corporate earnings growth are contributing to the market's resilience.