Oil surge and yen slide push 30-year Treasury yield near 20-year high

MacroDigital FinanceCommodity Impact 4
โดย Reuters·USJP·Read original
Summary · why it matters

Rising oil prices and a weakening Japanese yen are pushing long-dated U.S. Treasury yields higher, with the 30-year bond yield nearing its highest level in almost 20 years at 5.28%. Brent crude traded near $90 a barrel after a 5% jump on Monday, as entrenched U.S. and Iranian positions dimmed hopes for a Strait of Hormuz reopening. The yen weakened past 159 per dollar, testing the resolve of authorities after recent historic intervention, and raising concerns that Japanese dollar sales could lead to liquidation of U.S. Treasury holdings. Nvidia is working with six major Wall Street firms to raise about $500 billion in financing pools for AI infrastructure, while Intel raised $20 billion in an upsized share offering.

Impact on stocks 3

Artificial Intelligence± Mixed · 2 stocks
Intel Corporation
INTC
▼ NegativeCapitalrelevance

Intel raised $20 billion in an upsized share offering, diluting existing shareholders.

NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Nvidia is working with Wall Street firms to raise $500 billion for AI infrastructure financing, indicating strong capital deployment.

Others▲ · 1 stocks

Theme Impact 2

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