Noticias financieras organizadas para conectar titulares, símbolos, fuente, fecha y sentimiento con tu análisis y operativa.
BIL
Si escribes ticker, YENOM prioriza ese instrumento. Si lo dejas vacío puedes explorar el feed general o por tema.
seekingalpha.comPOSITIVO
10-year auction draws strong demand, sending yields lower
[Wooden cube with treasury text.close up of wooden elements,Business Concept.3D rendering on red background.] bo feng/iStock via Getty Images The Treasury’s latest 10-year note sale drew solid end-investor interest, easing pressure across…
Growth, AI capex support U.S. stocks despite higher yields: Wells Fargo
[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d While higher interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingalpha.com/symbol/TLT]) (IEF [https://seekingalpha.co…
Bond funds pull in historic cash as yields keep climbing
[Bonds Trading and Financial Analytics] AlexSecret Investors are directing capital into fixed-income funds at a pace that stands out even against recent history, even as Treasury yields continue to climb and keep the bond market in focus.…
AI boom shields stocks from G7 bond bear market: Jefferies
[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…
Treasury yields reverse higher after an earlier retreat against payrolls data
[Rising bond market yield.] Torsten Asmus U.S. Treasury yields reversed course and pushed higher after slipping across the curve Friday morning after a softer-than-expected September jobs report reinforced the view that hiring is cooling f…
BofA’s Hartnett calls on investors to ‘buy humiliation’ in bond rout
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Bank of America's Michael Hartnett is recommending investors to "buy humiliation" and start adding bonds to their portfolios as long-run U.S.…
U.S. Dollar Index reaches highest level since April 2025
[Isolated Dollar Chart] ImagePixel/iStock via Getty Images The U.S. dollar (DXY [https://seekingalpha.com/symbol/DXY]) rose to an 18-month high this week as interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingal…
Jobs report to offer brief relief from bond selloff - Pantheon Macro
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images September's employment report [https://seekingalpha.com/news/4648676-look-past-the-noise-in-the-upcoming-september-jobs-report-to-focus-on-th…
U.S. 10-year Treasury yield has climbed to 5.31%, a 24-year high
[Close up of wooden blocks spelling the word BONDS resting on a pile of scattered US dollar bills. Financial investment, government treasury, fixed income, and wealth management concept.] Pakorn Supajitsoontorn The U.S. 10-year Treasury yi…
U.S. 10-year Treasury yield crosses 5.30% to highest since 2002
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images The U.S. 10-year Treasury note yield (US10Y [https://seekingalpha.com/symbol/US10Y]) on Wednesday surged to a 24-year high above 5.30%, surpa…
30-year 'Covid bond' hits record low amid yield surge
[Treasury bonds concept. American flag, dollars and plate.] designer491 A 30-year U.S. Treasury bond (US30Y [https://seekingalpha.com/symbol/US30Y]) issued at the onset of the pandemic has seen its value plunge to unprecedented depths as s…
Fed rate-hike odds slide after softer PCE inflation print
[FOMC Meeting Minutes word over Candlestick chart Forex background. Close up.] Caner CIFTCI Market-implied chances of a Federal Reserve interest rate increase at the October 28–29 FOMC meeting fell sharply to 34.9% after Wednesday’s person…
Yardeni blames unwinding of yen carry trade for global bond rout
[Global Currency Shift Led by Yuan Symbol – Rising Arrows of Economic Growth in Red and Pink Tones] J Studios After years of cheap borrowing masking massive government deficits, the unwinding of the Japanese yen (USD:JPY [https://seekingal…
Stablecoin demand for U.S. Treasuries to hit $400B by 2030: San Francisco Fed
[3d render of computer keyboard with Tether button] ayo888/iStock via Getty Images Stablecoin issuers are increasingly stepping in as buyers of short-term U.S. government debt (VGSH [https://seekingalpha.com/symbol/VGSH]) (SHV [https://see…
Biggest risk is of an inflationary mindset setting in, says Cleveland Fed's Hammack
[Aerial of Downtown Cleveland, Ohio at Sunrise from behind Hope Memorial Bridge] halbergman/iStock via Getty Images The biggest risk is of an inflationary mindset setting in, according to Beth Hammack, CEO of the Federal Reserve Bank of Cl…
Yields bite, but 'smart money' still gorging on AI - Vanda
[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…
Fed rate hike odds: FedWatch vs. prediction markets
[Rising Interest Rates] DNY59/iStock via Getty Images Markets are pricing in another interest rate hike in the Federal Reserve's policy meeting next month as inflation remains stubbornly high and the labor market is stable. Last week, the…
Surging bond yields mark end of decade-long TINA era
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images The era of "there is no alternative," or TINA, to stocks is seemingly dead as global bond yields surge back to historical norms. According to…
Fed October hike odds top 70% as inflation fears build, yields surge
[The Federal Reserve] Douglas Rissing Expectations for a Federal Reserve rate hike in October surged past 70% Wednesday on the back of hawkish central bank commentary and a fresh wave of inflationary pressures that pushed Treasury yields t…
10-year U.S. Treasury yield tops 5.1%, marking its highest level since 2007
[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret U.S. Treasury yields surged Wednesday as investors sold bonds across the curve. The benchmark U.S. 10-year Treasury yield (US10Y [https://seekingalpha.com/…
Image from Pixabay Johnson & Johnson (JNJ) stock has returned 58% over the past twelve months, second best in a group of six health care companies. Its revenue growth ranks only fourth of the six. Three peers grew faster and returned less,…
The Bond Market is Back. Here’s What TLT Bagholders Need to Know.
Today, I'm kicking off a new risk management series here at Barchart called "Look Both Ways Before You Cross Wall Street." Instead of hitting you with my topical trade ideas, I'll get a little more nitty-gritty and into the weeds – explain…
Why Does Generac Stock Cost More Than Its Faster-Growing Peers?
Image from Pixabay Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for…
Yields split after the Fed lifts rates to 4% with the shorter end of the curve rising
[Treasury. The word Treasury in the background of the US dollar. Wealth Protection and Management Concept in High-Security Banking] Yauhen Akulich U.S. Treasury yields moved in opposite directions on Wednesday after the Federal Reserve rai…
Citi: Fed to hike this week — calls it a ‘calibration,’ not a new cycle
[Federal Reserve System (FED) Symbol Abstract Digital Data Landscape Multi Colored] spawns Nearly two years after the Federal Reserve delivered the first rate cut of the last easing cycle, Citi economists now expect U.S. policymakers to ra…
Is AppLovin's Lead Over Its Peers Already In The Price?
Image from Pixabay AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platfor…
Why Is Boeing Stock Falling While Revenue Soars Past Peers?
Image from Pixabay Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. T…
Accenture's Stock Fell Like A Shrinking Business, But Its Revenue Grew
Photo by ArtsyBee on Pixabay Accenture (ACN) has lost about 22% of its value over the past twelve months, the second-worst return in its peer group. The name it sits beside down there is Booz Allen Hamilton (BAH), whose revenue fell over t…
Trump doubles down on $5K dividend as midterm odds favor Democrats
[Republicans Gather In Dallas For Inaugural Midterm Convention] Andrew Harnik/Getty Images News U.S. President Donald Trump on Monday pushed back on Democratic criticism regarding his proposed $5K "Trump dividend," insisting the payout wil…
Global yield spike reflects energy shocks, not policy failure - TS Lombard
[Percentage Sign On Top Of Coin Stacks Before Blue Financial Graph] MicroStockHub Dario Perkins of TS Lombard is pushing back against media narratives framing the global bond selloff as a crisis of credibility for Treasury Secretary Scott…
Pantheon Macro sees Fed rate hike this week as disinflation stalls
[Retro style concrete wall engraved with the word FEDERAL RESERVE. Illustration of the concept of the issues and affairs related to federal reserve.] Pantheon Macroeconomics on Monday reversed its Federal Reserve forecast, now calling for…
UBS: Two Fed hikes are coming — Bonds still belong
[Bonds Trading and Financial Analytics] AlexSecret UBS expects the Federal Reserve to raise its policy rate by 25 basis points on September 16 and to deliver another quarter-point increase in December. That trajectory would shrink the curr…
To hike or not to hike: Economists duke it out over CPI
[Department of Treasury & The Federal Reserve] Douglas Rissing The August Consumer Price Index [https://seekingalpha.com/news/4641988-headline-cpi-rises-in-line-with-expectations-in-august-accelerating-from-julys-pace] report triggered deb…
Treasury yields ease as markets digest August CPI data
[CPI symbol, Consumer Price Index. A measure of inflation or deflation, the change in prices of consumer goods and services. A statistical shopping basket. Market analysis in the US] Andrzej Rostek/iStock via Getty Images U.S. Treasury yie…
September Fed hike odds jump after the latest PPI inflation print
[Wooden cubes with FED and up-down arrows over 100 usd. Fed rate hike concept to curb inflation] yalcinsonat1 The probability of a Federal Reserve rate increase next week has risen sharply after the latest producer price index came in firm…
Why Is Netflix Growing Fastest And Falling Furthest?
Photo by wynpnt on Pixabay Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve mont…