PCE Doomsday or AI Discount? Navigating the 5.5% Bond Shock
@koolgal：
🌟🌟🌟The Personal Consumption Expenditures or PCE report is scheduled to be released on September 30 2026. The 10 year US Treasury yield has just violently broken through 5.5%, carving out a fresh multi year decade high. This sudden spike signals that institutional bond investors are completely losing faith that inflation is under control. The New York Fed President John Williams warned that it is entirely reasonable to expect another interest rate hike by the end of the year. This hawkish stance, arriving right on the heels of the Fed lifting its benchmark rate to 3.75% to 4.00%, has sent the 10 Year Treasury yield violently ripping past 5.5%. How 5.5% Yields Crush High Valuations When government bond yields break out to multi decade high of 5.5%, it triggers