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Producer Price Index (PPI)

2 articles on this topic, newest first.

Oil at $110, 10-Year Yield at 5%: The Discount Rate on Growth Stocks Is Rising Again

Brent crude spiked to $109.97 intraday and the US 10-year Treasury yield tested the 5% threshold. What matters is not the numbers themselves but that oil-driven inflation fears are pushing bond yields higher across the globe at once.

Macro

Brent at $109, the 10-year at 4.94%: the discount rate is beating the AI trade

Stocks fell for a fourth straight session on Sept. 10 as producer prices and energy costs pushed long yields toward 5%. After the close, Oracle showed AI demand is converting into signed contracts. The question is no longer demand. It is what multiple the market can pay for it.

Tech