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The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

10/16/2026, 9:30:00 PM
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The bond market shrugged off two inflation shocks. Why stock investors should pay attention.
EXECUTIVE SUMMARY

Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive for investors.

Key Takeaways

  • The bond market shrugged off two inflation shocks.
  • Why stock investors should pay attention..
  • Hot CPI and PPI data should have pushed Treasury yields higher.

Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive for investors.

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