What Treasury Yields Reveal About Fed Hike Odds and Big Tech

Treasury yields have eased from multi-decade highs on safe-haven demand, but inflation risk keeps a Federal Reserve hike in play. Fiona Cincotta, StoneX Senior Market Analyst, explains what the Federal Reserve decision, core PCE inflation, U.S. GDP and big tech earnings mean for bond markets. Markets are pricing in over an 85% chance of a December Federal Reserve hike, so forward guidance matters more than the decision itself. Big tech earnings test whether AI spending is paying off, and any disappointment could push safe-haven flows into U.S. Treasuries. French government bonds are outperforming after Moody's held France's rating, while U.K. gilts await the U.K. budget. 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_fiona_cincotta&utm_content=share 00:00 - Treasury Yields Off the Highs 00:53 - Oil Keeps Inflation Risk Alive 01:48 - Fed Guidance Over the Decision 03:00 - Big Tech's AI Bill Meets Bonds 03:53 - France Exhales, Gilts Wait 05:34 - Dollar Index Shadows Yields Like and subscribe for more financial market insights. #Treasuries #StoneX #FionaCincotta #FederalReserve --------- 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