Markets

Mint Exclusive | How is Indian stock market bottom linked to the US 10-year bond yield? Chris Wood of Jefferies explains

• Chris Wood believes US 10-year bond yields will be actively suppressed, if not fixed
• US yield suppression could support valuations across Indian equities, including rate-sensitive stocks

ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equities

• US bonds are again offering attractive yields
• Sawrikar says the Fed rate hike may be largely priced in
• Higher US yields can pressure Indian equities, particularly richly valued stocks

'High US bond yield not a reason to be negative on Indian equities'

• A high US bond yield is not a reason to be negative on Indian equities

'Brace for more correction': Mkt outlook cautious after 7 weeks of decline

• Nifty 50 matched its seven-week losing streak during the 2020 Covid crash
• Elevated crude, rising US Treasury yields and weak foreign flows weighed on markets
• Continued pressure may weigh on Indian equities, especially import-dependent sectors and rate-sensitive stocks

Rising US bond yields weigh on Indian stocks, add pressure on valuations

• Sensex earnings yield minus the US 10-year Treasury yield turned negative, its lowest in 14 months
• Higher US yields pressure Indian equity valuations, particularly for expensive growth stocks

Six Investing Pros Weigh In on Surging Yields—and How to Trade Them

• BlackRock’s Rick Rieder sees opportunity in bonds
• Ray Dalio recommends caution
• U.S. yield moves can affect Indian bond yields and rate-sensitive banks

Asian Markets Today: Nikkei Gains, Kospi Slips As Crude Oil Prices, Treasury Yields Rise

• MSCI's gauge of Asian stocks declined
• Kospi fell over 1% as markets reopened after a holiday, while Japanese shares advanced
• Higher crude prices and Treasury yields can pressure Indian equities and raise costs for fuel-sensitive sectors

Look closer, and Wall Street’s rally is showing cracks

• Elevated oil prices and rising Treasury yields are straining a Wall Street rally near record highs
• The Federal Reserve is bracing for further pressure, the report says
• Higher oil and US yields can pressure Indian equities, especially rate-sensitive sectors

Stock market prediction: Experts see more pain ahead but see bottom in Oct 2026 amid Nifty, Sensex poor show — 3 reasons

• Experts expect the US 10-year Treasury yield to peak in October, ahead of the 2026 US midterm elections

What will drive stock market this week? US yields, crude and geopolitics in focus