Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up

Podcast: Know Your Risk Podcast · Know Your Risk Radio

Opublikowano: 2026-09-24

September 24, 2026 — Stocks finished roughly flat even as Treasury yields surged, oil climbed and the dollar strengthened. Zach Abraham breaks down one of the strangest market sessions he's seen lately — and explains why he puts more weight on the bond market when stocks and bonds start telling completely different stories. Zach examines why equity markets appeared willing to look through worsening macro conditions, what today's moves may say about expectations surrounding the Middle East, and why weak market breadth continues to concern him even when the headline indexes look resilient. He also discusses Meta's continued strength, why he's putting much of Big...