Weekly Treasury Market Recap: 2-, 5- & 10-Year Yields Respond to Data and Risk As markets transitioned into the first full trading week of 2026, the U.S. Treasury complex saw meaningful intra-week movement across the 2-, 5- and 10-year maturities, reflecting the market’s evolving view on interest rates, incoming economic data, and geopolitical risk. Where Yields Traded By Friday, January 9, 2026: 2-year Treasury yield finished near ~3.54%. 5-year yields held around the mid-3.7% area. 10-year Treasury yields closed around ~4.18%.These levels represent modest swings over the week but with distinct directional nuance across the curve. Federal Reserve+1 Put simply:…

Modular nuclear power refers primarily to small modular reactors (SMRs) and microreactors. The investment thesis is not about science breakthroughs. It is about execution, standardization, and contracting in an energy system that increasingly values firm, carbon-free baseload. For investors, modular nuclear sits at the intersection of: AI and data-center power demand Grid reliability under renewable penetration Energy security and reshoring Long-duration decarbonization mandates The opportunity is real, but uneven. Most reactor IP is private. Public exposure comes through a combination of pure-play developers, industrial manufacturers, fuel suppliers, and operators. What Makes Modular Nuclear Investable 1. Capital Discipline Over Scale Traditional…

Expensive mortgage loans are pushing more Americans out of the housing market. According to the latest data from the National Association of Realtors, pending home sales in April plunged by 6.3% — far worse than the expected 1% decline — marking the lowest index reading in nearly a year at 71.3. This steep drop coincides with mortgage rates nearing their 2025 highs. Pending Home Sales (MOM) The reason? High interest rates driven by the Federal Reserve’s ongoing “higher-for-longer” stance on monetary policy. A Disconnect Between Policy and Reality The Fed continues to cite concerns about persistent inflation, but the Personal…