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Market Watch

Market Watch

AI Boom vs 5% Yields: How Long Can Wall Street Rally?

Oct 5, 2026 · 11 min · 8 segments

Wall Street reached fresh heights as the Nasdaq hit a new record, yet beneath the surface, investors are navigating rising US Treasury yields, stubborn diesel fuel supply constraints, and sovereign…

Wall Street reached fresh heights as the Nasdaq hit a new record, yet beneath the surface, investors are navigating rising US Treasury yields, stubborn diesel fuel supply constraints, and sovereign debt jitters across Europe. Joe Quinlan, Chief Market Strategist at US Trust - Bank of America Private Wealth Management, joins The Morning Run to unpack global market dynamics. He breaks down why tech remains in its "sweet spot," how soaring diesel prices impact broader economic affordability, why bad news in Europe could actually boost large European exporters, and what high bond yields mean for Fed rate policy. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Wall Street reached fresh heights as the Nasdaq hit a new record, yet beneath the surface, investors are navigating rising US Treasury yields, stubborn diesel fuel supply constraints, and sovereign…

Spotify Apple Podcasts YouTube Website

Speakers: Joe QuinlanGuestKeith KamHostRich BradburyHostRoshan KanesanHost

Top entities: United States×17 Europe×22 France×7 United States Department of the Treasury×6 FTSE Bursa Malaysia KLCI×2

Show signals: SuitabilitySafeBiasNot politicalAudience≈1.2M followers

Global Markets Close Higher0:25 – 1:25

Rich BradburyHost

0:25

I can see from here it looks pretty

0:28

green.

0:29

Yeah.

0:29

Yeah, it is actually all green except for the CAC 40 index in France, but that's for a completely different reason.

0:37

But Wall Street did end higher.

0:40

Traders seem to be looking past rising US Treasury yields, and there was some new economic data to digest as well.

0:46

The Dow was up 0.2%.

0:46

S&P 500 was up 0.7%.

0:47

The Nasdaq was up 1.1%, and that was a new record for the index.

0:55

In Asia, the Nikkei ended up 1.3% yesterday.

0:58

Hong Kong's Hang Seng was up 0.3%.

1:01

The Kospi Index in South Korea was up 0.5%.

1:04

No, I'm sorry.

1:05

I think the Kospi was actually closed yesterday.

1:07

So this was actually Friday's close.

1:10

Shanghai's Composite Index was up 0.3%.

1:12

STI in Singapore was up 0.5%.

1:13

Back home, the FBM KLCI managed a 0.1% gain at 1,632 points, although earlier in the morning it was up 0.4% thereabouts.

1:25

All right.

United StatesCountryCountry in North America
99%17 mentions
EuropeContinentContinent
96%22 mentions
FranceCountryCountry in Europe
94%7 mentions
United States Department of the TreasuryGovernment OrganizationGovernment department
91%6 mentions
FTSE Bursa Malaysia KLCIEntityStock market index
89%2 mentions
BFM 89.9Radio StationRadio station
86%10 mentions
ShutterstockCompanyPhotograph company
84%2 mentions
NasdaqEntityStock exchange
81%5 mentions
UkraineCountryCountry in Europe
79%4 mentions
AI boomEvent
76%1 mention
Federal Reserve SystemGovernment OrganizationCentral bank
74%6 mentions
Private bankingEntity
71%3 mentions
KOSPIEntityIndex
69%3 mentions
Artificial intelligenceEntityProfessional field
66%3 mentions
MalaysiaCountryCountry in Asia
64%2 mentions
EuroEntity
61%3 mentions
Southeast AsiaEntityRegion in Asia
59%2 mentions
AsiaContinentContinent
56%3 mentions
G7Entity
54%3 mentions
South KoreaCountryCountry in East Asia
51%2 mentions
ChinaCountryCountry in East Asia
49%3 mentions
Wall StreetTourist AttractionStreet in New York
46%4 mentions
S&P 500EntityStock market index
44%2 mentions
RussiaCountryCountry
41%3 mentions
CompositeEntity
39%1 mention
Debbie DownerEntityFictional character
36%1 mention
Dow Jones Industrial AverageEntityStock market index
34%1 mention
Hang Seng IndexEntityStock market index
31%1 mention
Donald TrumpPerson45th and 47th U.S. President
29%1 mention
CAC 40EntityStock market index
26%1 mention
Hong KongCountrySpecial administrative regions of China
24%1 mention
ShanghaiCityMunicipality in China
21%1 mention
SingaporeCountryCountry in Asia
19%1 mention
ChristmasEntityFestival
16%1 mention
AramcoCompanyChemicals company
14%1 mention
GermanyCountryCountry in Europe
11%1 mention
EurozoneOrganization
9%1 mention
Bank of AmericaCompanyFinancial services company
6%1 mention
IranCountryCountry in the Middle East
4%1 mention
European Central BankGovernment OrganizationCentral bank
1%1 mention

Equity MarketsFinance > Financial Markets
International RelationsGovernment
Global Stock IndexesFinance > Financial Markets > Equity Markets
U.S. and Asian Market PerformanceFinance > Financial Markets > Equity Markets > Global Stock Indexes
AI Infrastructure BuildoutTechnology > Artificial Intelligence > AI Investment
Technology-Led Earnings and Economic GrowthTechnology > Artificial Intelligence > AI Investment > AI Infrastructure Buildout
Interest-Rate ExpectationsEconomics > Monetary Policy > U.S. Federal Reserve
Treasury Yields and Government Debt-Service CostsEconomics > Monetary Policy > U.S. Federal Reserve > Interest-Rate Expectations
Diesel FuelEnergy > Oil and Petroleum
Fuel Supply ConstraintsEnergy > Oil and Petroleum > Diesel Fuel
Geopolitical Energy-Price RisksEnergy > Oil and Petroleum > Diesel Fuel > Fuel Supply Constraints
European EconomyGovernment > International Relations > Europe
Eurozone Sovereign DebtGovernment > International Relations > Europe > European Economy
Ukraine War and European Energy SecurityGovernment > International Relations > Europe > European Economy > Eurozone Sovereign Debt
Financial MarketsFinance
AI InvestmentTechnology > Artificial Intelligence
EuropeGovernment > International Relations
U.S. Federal ReserveEconomics > Monetary Policy
Oil and PetroleumEnergy
Economics
Technology
Government
Monetary PolicyEconomics
Energy
Finance
Artificial IntelligenceTechnology

Global Markets Close Higher0:25 – 1:25

Rich BradburyHost

0:25

I can see from here it looks pretty

0:28

green.

0:29

Yeah.

0:29

Yeah, it is actually all green except for the CAC 40 index in France, but that's for a completely different reason.

0:37

But Wall Street did end higher.

0:40

Traders seem to be looking past rising US Treasury yields, and there was some new economic data to digest as well.

0:46

The Dow was up 0.2%.

0:46

S&P 500 was up 0.7%.

0:47

The Nasdaq was up 1.1%, and that was a new record for the index.

0:55

In Asia, the Nikkei ended up 1.3% yesterday.

0:58

Hong Kong's Hang Seng was up 0.3%.

1:01

The Kospi Index in South Korea was up 0.5%.

1:04

No, I'm sorry.

1:05

I think the Kospi was actually closed yesterday.

1:07

So this was actually Friday's close.

1:10

Shanghai's Composite Index was up 0.3%.

1:12

STI in Singapore was up 0.5%.

1:13

Back home, the FBM KLCI managed a 0.1% gain at 1,632 points, although earlier in the morning it was up 0.4% thereabouts.

1:25

All right.

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