Treasury yields are putting pressure on stocks

Traders work on the floor of the New York Stock Exchange on August 16, 2023 in New York City.

Michael M. Santiago | Getty Images

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What you need to know today

Stocks under pressure
U.S. stocks fell Thursday, their third losing day in a row. The 10-year Treasury yield touched 4.284%, the highest since October. Asia-Pacific markets retreated Friday as investors digested more bad news about China’s real estate sector. Hong Kong’s Hang Seng Index lost around 1.4% while the mainland Shanghai Composite inched down 0.3%. Separately, Japan’s headline inflation in July held steady at 3.3%.

China’s property troubles
Evergrande Group, a heavily indebted Chinese property developer, filed for Chapter 15 bankruptcy protection in a U.S. court Thursday. The statute protects non-U.S. companies that are undergoing restructuring from creditors. It’s another stark sign of how China’s property sector hasn’t improved since its slump in 2020, intensifying calls for policymakers to step in.

Bright spots in Chinese economy
China’s economy may be struggling, but there are bright spots in the consumer economy, according to earnings reports from big Chinese companies. JD.com saw electric and home appliance revenues rise 11.3%, Tencent saw 150% year-on-year growth in gross merchandise value and Alibaba’s Tmall sales increased 21% year over year to 30.16 billion yuan ($4.1 billion).

Bitcoin plunges
Bitcoin fell sharply to $26,308, its lowest level in almost two months, after minutes of the Federal Reserve’s July meeting were released. The Fed’s warning that sustained inflation could lead to more rate hikes — and a higher chance of an engineered recession — probably triggered a sell-off in risky assets like cryptocurrency, said Sylvia Jablonski, chief investment officer at Defiance ETFs.

[PRO] Headwinds in August
The S&P 500 is down 4% so far this month, putting it on pace for its worst one-month decline since December. There are a few factors for the slump: zero-day options, weak technicals and a weak Chinese economy. CNBC Pro’s Fred Imbert breaks down each headwind and gives suggestions on how investors can protect their portfolios.

The bottom line

Rising U.S. Treasury yields are straining stocks. Minutes of the Federal Reserve’s July meeting triggered the 10-year yield to rise more than 2 basis points to hit its highest level in almost a year. But at 4.282%, it’s still lower than the benchmark interest rate of 5.25% to 5.5%.

That’s not even taking into account the last rate hike that the Fed had projected for the year, which would take rates to a range of 5.5% to 5.75%. Investors had hoped — and bet — that the Fed would stop hiking after its meeting in July.

Those bets are slowly unwinding. There’s a 33.2% chance that the Fed will increase rates by 25 basis points at its November meeting, according to the CME FedWatch Tool.  Those odds were only 27.8% a week ago.

And with rates possibly going higher than that if inflation resurges — as the Fed warned in its minutes — yields could climb further still.

Investors didn’t like the sound of that. The S&P 500 lost 0.77%, the Dow Jones Industrial Average fell 0.84% and the Nasdaq Composite declined 1.17%. All three indexes closed below their 50-day moving average — the first time for the Dow since June.

Trading was brisk, too, suggesting investors sold off stocks because they feared more losses. The SPDR S&P 500 ETF, a fund that tracks the S&P index, traded 95.3 million shares, above its 30-day moving volume of 72.4 million

Indeed, investor sentiment nosedived this week, according to the latest American Association of Individual Investor weekly survey. Just 35.9% of investors are bullish about the next six months, down from 44.7% last week and 49% two weeks ago. The decline snapped a 10-week streak when bullishness had exceeded the historical average of 37.5%, the AAII said.

It’d be a stretch of the imagination, however, to say that a bear market is back. All indexes are still above their 200-day moving average. The S&P is around 9.31% off its record high and has rallied about 14% this year. It’s important to keep in mind that August has historically been a slow, and bad month for stocks. But August is just one month.

— CNBC’s Scott Schnipper contributed to this report

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