Friday, September 25

Investing

U.S. Treasury yields have surged to levels not seen in over a decade, reflecting concerns over rising debt, persistent inflation, and shifting investor psychology. The move signals potential challenges for stocks and other risk assets as markets brace for a higher‑for‑longer interest‑rate environment.

Asian equities were largely higher despite President Trump’s rising tariff rhetoric, except for India, which underperformed today and this week. The resilience is a great sign, in my opinion. Hong Kong and Mainland China ended a good week on a positive note despite a late afternoon slump that brought the market off its intraday highs.

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