📊 Fed Hiked. Tech Bounced. What’s Next? 👀 The Fed raised rates on Wednesday, but U.S. stocks rebounded Thursday as Treasury yields eased. 📉 10Y Treasury Yield: ~5.00% → ~4.93% 📈 Nasdaq: +1.69% 💻 Tech & semiconductor stocks led the rebound. Now the key question: Can the 10Y yield stay below 5% — or is 5% coming back? 👀 👇 What do you think? #MEXC# #Nasdaq# #USStocks# #Fed# #TreasuryYield#

- Treasury yield fell to 4.949% after Fed raised rates 25bp, easing tech stock pressure. - Semiconductor stocks rallied: $MRVL +5.4%, $FORM +6.6%, $TER +4.3%, $INTC +9.8%. - $INTC also gained on separate report of potential U.S. memory chip manufacturing deal with SK Hynix. > Lower Treasury yields and energy prices provided relief to valuation-sensitive semiconductor and tech stocks after Fed rate hike. > $INTC's separate deal discussions with SK Hynix suggest potential onshoring of memory manufacturing, which could support longer-term semiconductor equipment demand for U.S. > production.

5% TREASURY YIELD SEEN AS KEY STOCK-MARKET DANGER ZONE With the 10-year Treasury yield above 4.96%, a Bloomberg survey shows investors increasingly see 5%-5.25% as the level that could trigger a 10% S&P 500 correction. Still, more than two-thirds said the speed of the yield surge matters more than the absolute level, as inflation and Fed hike risks intensify.

CITI: TREASURY CAP COULD PRESSURE THE DOLLAR Citi’s Dirk Willer says keeping the 30-year Treasury yield below 5.30% could create downside pressure on the U.S. dollar. Citi has removed its underweight position in Treasuries following Treasury Secretary Scott Bessent’s buyback announcement. The firm has also bought gold and remains short the dollar. Willer added that asset-swap spreads remain relatively calm, despite being an area where U.S. fiscal concerns would typically become most visible.

The 10y Treasury yield is on track for its largest monthly increase since October 2024 ... also working on its 7th consecutive monthly gain, which has not happened since the end of 2010 into 2011