Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
The Bond Yield Trap Hiding Behind Bull Market Rallies
With the ten-year Treasury yield climbing to its highest level in nearly two decades while the S&P 500 holds near record highs, we examine the disconnect between equity prices and borrowing costs. Lucas and Luna break down how debt-hungry AI infrastructure companies are facing a severe margin squeeze as financing rates remain elevated. We look at the specific mechanics of why momentum stocks like Cloudflare and Palantir are rallying despite higher capital costs, and what this structural shift means for small-cap valuations in late September 2026.
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The skinny
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