Market Notes

Bessent's Bid Meets a Split Tape: Yields Plunge, Semis Keep Selling

· 6 min read · by Sarah Mitchell, Nova Ventures Research

U.S. stocks are reversing Tuesday's slide at midday after Treasury doubled long-end buybacks and sent the 30-year yield down nearly 10 basis points. Moderna more than doubled on cancer-vaccine data, but semiconductors are still selling — the bounce is duration relief, not a repair of the AI-infrastr

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