Market topic · 2026-10-05
Rising Treasury Yields Haven't Cracked The Bull Market
The stock market has been rattled by the sharp rise in bond yields over the past month, but the bullish trend in equities has so far bent rather than broken. That resilience will likely be tested if yields continue climbing, a scenario that will largely hinge on the path of energy prices and inflation in the weeks and
Market response
See tape and rates board for confirmation; treat headline as a catalyst until price confirms.
Why it matters
Second-order: map to Fed path, oil/inflation, AI hardware, or credit/breadth before sizing risk.
SPY
From the AlphaShot daily brief · 2026-10-05.