The recent surge in global bond yields is driven by uniform concerns among investors about government fiscal space and future inflation.

Strong earnings from companies building out AI infrastructure, particularly in the semiconductor sector, are providing a fundamental reason for stock market optimism.

The recent trigger for the bond market sell-off was the failure of China to pressure Iran to reopen the Strait of Hormuz.

Market expectations for several Federal Reserve rate cuts this year have evaporated, and it is now highly unlikely any will occur.

Brent crude oil prices for December delivery have risen above $90 per barrel.

The valuation gap between the equity earnings yield and the 10-year Treasury yield, which favors holding bonds over stocks, is at its widest level since 2002.

The Japanese yen-Mexican peso carry trade has generated a higher total return in the current decade than the S&P 500.