The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

Impact · against what's priced in

The market's indifference to inflation shocks suggests a ceiling on Treasury yields, potentially stabilizing equity multiples. While sticky inflation maintains a higher cost of capital for 2027, the bond market's resilience reduces the immediate risk of a valuation crash for rate-sensitive sectors.

Scored by the NIS engine · methodology.

The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

cpi▲675%
ppi▲633%
inflation▲77%
bonds
treasury yields

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The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

What matters in this story

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The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

What matters in this story

Next reads from the same story arc

Wall Street undecided on gold's near-term trajectory, Main Street flirts with bearish bias after gold hits $4,200/oz ceiling

The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

What matters in this story

Next reads from the same story arc

Wall Street undecided on gold's near-term trajectory, Main Street flirts with bearish bias after gold hits $4,200/oz ceiling

Gold (XAUUSD) & Silver Price Forecast: Fed Hike Bets in Focus, Can Gold Break $4,201?

Track these names every morning.

What the Inflation Swap Market Sees Ahead

Bad News for Trump. The US Is In Its Worst Bond Crisis Since Alexander Hamilton Was Leading the Treasury

UGL: Leveraged Gold ETF Slides As Yields And Dollar Climb

Inflation Rose to 3.7% in September. Is It Time to Sell the S&P 500?