May 22, 2026
The 10-year eases to 4.56%, the long bond rests just below 5.09%, and the cyclical lineup's number-two weight runs the data-center and tower-REIT layer of the same capex cycle.
May 21, 2026
WTI rips 2.81% on fresh Iran headlines, the long bond holds five for a fifth straight session, and the cyclical lineup's lowest weight carries the inputs side of the reflation.
May 20, 2026
The 2-year eases three basis points, the long end holds 5.17% for a fourth straight session, and the banking sleeve sits at 13.7% inside the cyclical seven into FOMC day.
May 19, 2026
Trump postpones the planned attack, the long bond holds five for a third session, and the cyclical sleeve that runs defense, freight, and the AI capex build absorbs both directions.
May 18, 2026
The 30-year holds 5.13%, the ten-year clears 4.60%.
May 17, 2026
April CPI reignited at 3.8%, PPI shocked at 1.4%, the 30-year cleared 5% for the first time since 2007, and the seven active cyclical sectors carried every basis point.
May 15, 2026
The long bond touches 5.09%, gold cracks two percent, and the labor-sensitive sleeve sits inside the seven active sectors carrying the morning's breadth.
May 14, 2026
Two basis points across the curve, the value side of the open leads, and the seven active sectors plus two broad indexes are positioned for the rotation.
May 13, 2026
The two-year curls under four, the long end holds five, and the three sectors most often used as ballast carry zero weight into the release.
