The bond-market rally is defying the typical investing playbook. Here's why.

Impact · against what's priced in

The divergence between robust GDP growth and a rallying bond market suggests a shift in discount rates that may decouple equity valuations from typical macroeconomic playbooks. While the economic data is strong, the bond market rally indicates that the immediate pressure for higher rates may be easing, though this remains largely priced in.

Scored by the NIS engine · methodology.

The bond-market rally is defying the typical investing playbook. Here's why.

gdp▲320%
commerce department
economic growth
treasury bonds
us economy

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The bond-market rally is defying the typical investing playbook. Here's why.

What matters in this story

Why the Fed Was Right to Hold Rates

The bond-market rally is defying the typical investing playbook. Here's why.

What matters in this story

Why the Fed Was Right to Hold Rates

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The bond-market rally is defying the typical investing playbook. Here's why.

What matters in this story

Next reads from the same story arc

Why the Fed Was Right to Hold Rates

The bond-market rally is defying the typical investing playbook. Here's why.

What matters in this story

Next reads from the same story arc

Why the Fed Was Right to Hold Rates

Track these names every morning.

St. Louis Fed's Musalem: Tighter monetary policy is needed 'soon'

US economy grows at surprising 3.4% rate, powered by consumer spending, AI investment

GDP, PCE, Jobless Claims and Q3 Earnings - Busy Morning!

The Economy Could Be Growing Too Fast for Warsh