Global bond markets put governments on notice over fiscal, inflation risks ReutersBond Yields Jump and Stocks Slip as Iran Stalemate Unsettles Investors The New York TimesThe great global rate reset AxiosGlobal Bond Slump Sends Long-Term Borrowing Costs to Highest in Decades bloomberg.com6% Treasury yields are the biggest risk facing stocks right now. Here's why. MarketWatch
At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.
The chocolate company's shares fell after it missed sales volume expectations and cut its guidance for fiscal 2025 as soaring cocoa bean prices drag demand.
