The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist

October 7, 2026 · 1:53 pm 5 sources

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Coverage

Coverage

• This part of the bond market offers compelling yields with minimal risk
  MarketWatch · October 7, 2026 13:53
  You can earn good yields with very low price risk in ultrashort bond funds.
• Higher yields are taking their toll on all areas of the stock market, except the one that matters
  MarketWatch · October 7, 2026 20:58
  Technology is the only one of the S&P 500’s 11 sectors that gained since Sept. 1, as Treasury yields have climbed to multi-decade highs.
• The Treasury market is facing a crucial vote of investor confidence
  MarketWatch · October 8, 2026 15:37
  Higher bond yields aren’t only about inflation and the Iran war. But it means a higher cost of capital.
• Here’s how Treasury yields could rise to 6% — even without market upheaval
  MarketWatch · October 9, 2026 20:03
  The bond market will be closed on Monday for Columbus Day, but the stock market will operate normally.
• The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist
  MarketWatch · October 12, 2026 09:23
  A stronger dollar, higher bond market yields and elevated gas prices are already tightening financial conditions in the U.S. to the point that Kevin Warsh may not even need to hike rates.