S&P Nears Record as Yields Spike — Bloomberg Businessweek Daily

Bullish Gator

S&P 500 inches toward record amid surging Treasury yields; stocks up ~14% YTD. Bloomberg guests discuss earnings resilience, political and bond risks, AI and real estate.

Editorial companion

What stands out

Bloomberg hosts walked through a neat market contradiction: the S&P 500 pushing toward a record while 10-year Treasury yields climb to their highest levels in more than two decades. Guests parsed why corporate earnings have stayed resilient even as bond-market stress and political noise rise, and the show foregrounded sectors, AI and real estate, that are reacting differently to the same macro forces. The segment with Realty Income’s CEO stands out because it put a real-estate-income lens on yield dynamics rather than abstract market statistics.