quantel weekly insights

Rising Treasury Yields Reshape Markets

Rising Treasury Yields Reshape Markets

August 22, 2026
|
2 mins

Rising Treasury yields are reshaping markets, putting pressure on equity valuations while increasing investor focus on inflation, fiscal policy, and...

Jerry Yuan
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Inflation cools as AI infrastructure and memory rebound

Jerry Yuan

From AI Spending to AI Earnings

Jerry Yuan

AI Demand Remains Strong Despite Market Volatility

Jerry Yuan

The AI Trade Pauses as Investors Reassess AI CapEx Growth

Jerry Yuan

AI Stocks Pull Back, but the Long-Term AI Investment Story Remains Intact

Jerry Yuan

Semiconductors Pull Back, but Investor Demand Remains Strong

Jerry Yuan

AI Infrastructure Faces a Technical Reset as Markets Reassess Capex Expectations

Jerry Yuan

AI Demand Remains Strong Despite Sector Rotation in U.S. Markets

Jerry Yuan

Falling Oil Prices Ease Inflation as Federal Reserve Signals Higher Interest Rates

Jerry Yuan

Markets Turn Volatile as Growth Concerns and Geopolitical Risks Return

Jerry Yuan

SpaceX IPO Takes Center Stage as Markets Remain Near Record Highs

Jerry Yuan

Markets at Record Highs: AI Stocks Lead on Strong Earnings

Jerry Yuan

Markets Continue Higher Despite Macro Headwinds: Why Investors Remain Focused on Growth

Jerry Yuan

AI Infrastructure Momentum Continues Despite Rising Treasury Yields and Global Macro Risks

Jerry Yuan

AI Infrastructure Leads as the Market Heats Up Again

Jerry Yuan

Still Strong, But No Longer Easy

Jerry Yuan

Stock Market at Record Highs, But Breadth Is Weakening: What Investors Should Watch Next

Jerry Yuan

Relief Rally Extends as U.S. Stocks Hit Record Highs on Easing Geopolitical Tensions

Jerry Yuan

Market Rebound: Relief Rally or Turning Point?

Jerry Yuan

From Selloff to Rebound: Markets Remained Highly Volatile

Jerry Yuan

Why the U.S. Stock Market Is Falling: War, Oil Prices, and Fed “Higher for Longer” Driving Correction

Jerry Yuan

Markets Sell Off as Fed Signals Higher-for-Longer Rate Outlook

Jerry Yuan

Geopolitical Risks Continue to Drive Market Volatility

Jerry Yuan

Middle East Tensions Push Oil Prices Higher, Triggering Pullback in U.S. Stock Markets

Jerry Yuan

Strong Earnings, Higher Expectations : Nvidia’s Pullback and the Next Phase of the AI Trade

Jerry Yuan

US-Iran Tensions Drive Oil Surge: What It Means for Investors

Jerry Yuan

AI Anxiety Meets Cooling Inflation: A Reality Check for U.S. Stocks

Jerry Yuan

AI Meets Reality: Labor Cracks, Fed Uncertainty, and a Market in Reset

Jerry Yuan

Gold & Silver Surge: A Quiet Warning Signal for U.S. Equity Markets

Jerry Yuan

Markets Bounce Back as Trump Blinks — Relief Rally Returns, but Caution Lingers

Jerry Yuan

U.S.–Taiwan Trade Deal: A Structural Positive for U.S. Equities

Jerry Yuan

Energy Politics vs. Market Reality: What Venezuela Means for U.S. Equities

Jerry Yuan

U.S. Equities Rebound as Cooling Inflation Strengthens Fed Pivot Expectations

Jerry Yuan

Why Oracle’s Pullback Doesn’t Signal the End of the AI Trade

Jerry Yuan

BOJ Tightening: How Japan’s Rate Hike Could Impact U.S. Equities

Jerry Yuan

Google’s AI Surge Reshapes Wall Street’s Outlook

Jerry Yuan

Markets Under Pressure: Valuation Strains, Credit Stress, and Mixed Macro Signals Drive Volatility

Yuanhao Feng

Markets Reprice: Fed Confusion Meets Overheated Tech

Jerry Yuan

Triple Shock Hits Wall Street: Liquidity, Shutdown, Sentiment

Jerry Yuan

Trump-Xi Truce in South Korea - A Fragile Pause for Markets

Jerry Yuan

Cooling Inflation Paves Way for Fed Cuts, Lifts Equity Sentiment

Jerry Yuan

Market Shaken by Renewed U.S. - China Tensions & Credit Fears

Jerry Yuan

Fed Minutes Show Split Outlook: Rate Cuts Expected, but Inflation Maintains Caution

Jerry Yuan

Drug Prices Drop, Pharma Faces a New Game

Jerry Yuan

U.S. Tariffs Reshape Markets : Inflation, Supply Chains, and Equity Risks

Jerry Yuan

First Fed Cut in a Year: Growth Hopes, Softer Backdrop

Jerry Yuan

Markets Gain as Job Market Strains Push Fed Toward Rate Cuts

Jerry Yuan

U.S. Jobs Report: From Resilience to Contraction

Jerry Yuan

U.S. GDP Rebound Fuels Market Highs

Jerry Yuan

Powell Signals September Rate Cut, Markets Hit Record Highs

Jerry Yuan

PPI Spike Challenges Fed’s Rate-Cut Plans, Shakes Market Sentiment

Jerry Yuan

Trump's Tariff Policies: Key Deadlines TO WATCH and IT'S Market Impact

Jerry Yuan

AI Investments Fuel Big Tech’s Earnings Momentum

Jerry Yuan

Smart Money Is Moving — Are You Watching?

Yuanhao Feng

Storm Brewing: Trump’s Pressure on Powell Clouds Market Outlook

Jerry Yuan

Can Tesla Stay on Track as Politics and Fading Incentives Derail Demand?

Jerry Yuan

Robinhood’s Tokenized Future - Innovation or Overreach?

Jerry Yuan

Autopilot or Autocorrect? Tesla’s Robotaxi Gambit and the Crossroads of Innovation

Jerry Yuan

Circle’s Meteoric Rise : Can CRCL Sustain Its Stablecoin -Fueled Rally?

Jerry Yuan

Is the U.S. Equity Market Headed for a Reset?

Jerry Yuan

Tesla’s Tumultuous Week - Political Feud Shakes Confidence, Long-Term Outlook Steady

Jerry Yuan

US-China Trade Reset or Repeat? Navigating Equity Markets Amid Renewed Frictions

Yuanhao Feng

WEEKLY UPDATE - HOUSE CLEARS BILL, TARIFF IMPLICATONS

Yuanhao Feng

GOP Gridlock Pushes Stocks Down as Uncertainty Grows Over Trump’s Sweeping Tax-Cut Proposal

Yuanhao Feng

Microsoft's Earnings Release

Jerry Yuan

April's Weekly Outlook - Week 4

Jerry Yuan

U.S. Equity Market Outlook: Q2 2025

Jerry Yuan

Shift in Fed's Policy Stance

Jerry Yuan

Trade Turbulence and Tariff Tensions

Jerry Yuan

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