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MORGAN STANLEY raises ASML PT to €1,830 from €1,660.
2026-07-07
MORGAN STANLEY raises ASML PT to €1,830 from €1,660.
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2026-07-07
German Chancellor Merz: The Canadian submarine deal points to a long-term cooperative relationship.
German Chancellor Merz: The Canadian submarine deal points to a long-term cooperative relationship.
2026-07-06
The 30-year US Treasury yield rebounded above 5% today, not because "expectations of a Fed rate hike have intensified again." Earlier that day, the 2-year yield was around 4.11%-4.13%, and the 10-year yield was around 4.46%-4.47%, with the short end
The 30-year US Treasury yield rebounded above 5% today, not because "expectations of a Fed rate hike have intensified again." Earlier that day, the 2-year yield was around 4.11%-4.13%, and the 10-year yield was around 4.46%-4.47%, with the short end not giving a similarly strong upward signal. This is more like a retest of the long-term resistance level: the 30-year yield reached 5.006% in early May and also touched 5% on July 1st. This return to 5% indicates that market concerns about long-term inflation, fiscal supply, and term premiums have not disappeared. The impact is mainly concentrated on the long-term discount rate, mortgage rates, and equity valuation anchoring, rather than the short-term policy path.
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