US Treasury yields have climbed to levels not seen in more than two decades, creating a new challenge for stock investors. With the 10-year yield reaching 5.34% and the 30-year approaching 5.6%, government bonds are becoming a more compelling alternative to equities, while higher borrowing costs and persistent inflation add pressure to the stock market. The higher yields go, the harder it becomes for investors to ignore the alternative sitting in the bond market.
Tag: cpx
Weekly Update for the week ending September 25, 2026
Beyond the Obvious: Finding Hidden Opportunities
Major investment trends don’t always benefit the companies making the headlines. Sometimes the more interesting opportunities can be found further down the supply chain, in businesses providing the equipment, infrastructure, and services needed to support that growth. Generac’s recent deal to supply backup generators to Amazon’s data centres is a good example of how AI can create opportunities well beyond the technology companies at its centre.
Weekly Update for the week ending September 18, 2026
How Oil Moves Markets
Rising oil prices can set off a chain reaction that reaches far beyond the gas pump. Here’s how oil can influence inflation, interest rates, bond yields and ultimately stock prices.
Weekly Update for the week ending September 11, 2026
The Canada-US Trade War: What’s Really Going On?
The headlines make the Canada-US trade war sound simple: America is running a huge trade deficit with Canada, so tariffs are the answer. But is it really that simple? A closer look at the numbers – and who actually pays for tariffs – tells a very different story.
Weekly Update for the week ending September 4, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
AI is far more than Nvidia and a handful of high-profile technology companies. From chips, memory, and networking to data centres, power, cloud computing, software, and cybersecurity, AI depends on an enormous ecosystem of businesses. In the final part of The AI Revolution, we look at how investors can participate in that ecosystem – and why finding the right investment may be about more than simply finding the next big AI company.
Weekly Update for the week ending August 28, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
Why are companies willing to spend hundreds of billions of dollars on AI? The answer comes down to competition. From Google’s AI-powered Search to Walmart’s use of AI to improve productivity and the customer experience, businesses are looking for ways to reduce costs, increase revenue, and gain an advantage over their rivals. In Part 6 of The AI Revolution, we explore why the fear of falling behind may be just as powerful a force behind today’s AI spending as the potential rewards.