Caroline Valetkevitch
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
U.S. yields extend recent run higher after more upbeat economic data (opens the original)
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U.S. Treasury yields rose on Friday, extending their recent run higher after more upbeat economic data reinforced growing concerns about inflation. The 30-year U.S. bond yield hit a fresh 22-year high, while the benchmark 10-year yield hit a fresh 19-year high. New orders for key US manufactured capital goods increased more than expected in August and the previous month’s figures were revised sharply higher, in what has been another quarter of robust growth in business spending on equipment
U.S. Treasury yields ease with oil prices, day after Fed raises rates (opens the original)
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U.S. Treasury yields fell on Thursday as oil prices eased and investors digested Wednesday’s Federal Reserve interest rate increase and the U.S. central bank’s signals for more rate increases ahead. Oil prices were sharply lower following reports of additional Saudi crude cargoes through Oman that eased supply concerns. Spikes in oil prices tied to the U.S.-Israeli war on Iran have driven concerns about inflation and boosted yields recently. Yields mostly rose on Wednesday after the U.S. central
Chipmakers poised to post big profit gains, but will it be enough? (opens the original)
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Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable companies to deliver nearly half of S&P 500 profit growth for the second quarter. The PHLX Semiconductor index SOX has surged this year, reflecting massive gains at firms such as Micron Technology MU-Q, Advanced Micro AMD-Q and Broadcom AVGO-Q, but lately the 30-stock index has become a volatility show. The index is up 65 per cent for the year, compared with
Higher bar for corporate profit growth is posing an imminent risk for the U.S. stock market rally (opens the original)
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Rising optimism over corporate earnings has driven the U.S. stock market to new heights in 2026. The question investors want answered in the coming weeks: can companies deliver on that profit promise? Estimates for 2026 earnings have soared following a blowout first quarter for U.S. results, which was underpinned by massive spending on the AI infrastructure buildout and a solid economic backdrop. A more solid earnings picture provides strong fundamental support for stocks, investors say, but t
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