Lance Roberts(@LanceRoberts):The income trade has reversed. In July 2016, 63.4% of S&P 500 stocks yielded more than the 10-year U.S. Treasury. Today, fewer than 4.5% do, leaving Treasuries with higher yields than almost every blue-chip stock. For the first time since the financial crisis, investors are finally being paid to hold Treasury bonds. h/t @ISABELNET_SA @NDR

Lance Roberts

@LanceRoberts

Chief Strategist Host: RealInvestment Show, Editor PM for Newsletter Signup:

Joined June 2009

1.4K Following 105.1K Followers

Lance Roberts@LanceRoberts

2026.09.03 10:32

The income trade has reversed. In July 2016, 63.4% of S&P 500 stocks yielded more than the 10-year U.S. Treasury. Today, fewer than 4.5% do, leaving Treasuries with higher yields than almost every blue-chip stock. For the first time since the financial crisis, investors are finally being paid to hold Treasury bonds. h/t @ISABELNET_SA @NDR_Research