Despite strong earnings, S&P 500 (SPY) rallies have stalled because Treasury yields above 5% give a lower-risk return alternative to equities

12:17 PM

Oil above $90 keeps headline inflation elevated, which sustains high Treasury yields and pressures rate-sensitive sectors until oil drops

11:27 AM

Treasury yields at 5.34% are raising the required return for S&P 500 (SPY), forcing expensive stocks to justify significantly more growth or cash flow

10:37 AM

U.S. Global Jets ETF (JETS)

November 9, 2025

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Expedia Group produced notably strong results, which we interpret as a broad indicator of improving consumer travel demand. That company-level strength is a primary catalyst for re-evaluating airline exposure ahead of the peak domestic travel season.

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U.S. Global Jets ETF (JETS)

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U.S. Global Jets ETF (JETS)

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