Treasury Yield Surge Leaves AI Bubble Waiting for a Shock

Treasury yields and stocks are climbing together, with the Nasdaq and S&P 500 setting records even as yields rip and AI bubble fears build. James Stanley, StoneX Media Senior Market Analyst, explains why rising Treasury yields have not derailed the equity rally. He revisits the 2023 quarterly refunding announcement, when a shift to short-term Treasury bills pulled long-end yields lower, and the role of Federal Reserve bond buying. He also compares the AI bubble with the 2000 tech bust and how higher rates weigh on debt-funded AI firms such as OpenAI. Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_james_stanley&utm_content=share 00:00 - Yields Rip, Stocks Hit Records 02:34 - 2023 Refunding Cut Long Yields 05:54 - Fed Bond Buying Set the Trend 08:16 - Yields Up Isn't Stocks Down 09:04 - Falling Rates Hurt Stocks More 11:14 - AI Bubble Echoes the Tech Bust 13:13 - S&P 500, Nasdaq Hold Breakouts 19:23 - OpenAI Debt Meets Rate Squeeze Like and subscribe for more financial market insights. #StoneX #JamesStanley #Nasdaq #BondMarket --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social