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Barron's says stocks have resumed their rally while Treasury volatility remains elevated, with 10-year yields at multi-decade highs and the gap between bond and equity risk measures widening. The piece argues that earnings season, fiscal risks and higher oil prices could shape which market lead persists.
Stocks have resumed their rally while bond-market volatility and Treasury yields remain elevated, creating a widening gap between equity and fixed-income risk signals. The piece argues the divergence may matter for how investors price near-term risk.
Stocks, led by the tech-heavy Nasdaq Composite, are rising this month, reaching fresh record highs as investors look towards the upcoming third-quarter earnings season.
Barclays (NYSE: BCS ) held its second-quarter earnings conference call on Tuesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Barclays PLC reported a significant increase in sharehold