Market Signals

📊 10Y-3M Treasury Spread: 0.7 bp (+0bp)

📊 Real Yield Trend: 2.16% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.31 % (+0.02pp)

📊 10Y-2Y Treasury Spread: 0.39 bp (-0bp)

Iran agrees not to build a nuke,

📊 10-Year TIPS Real Yield: 2.16 % (-0.05pp)

NVIDIA IS JOINING THE AI BORROWING FRENZY — via QZ

📊 10-Year Treasury Yield: 4.45 % (-0.10pp)

ZELENSKYY CONGRATULATES TRUMP ON TURNING 80 IN BIRTHDAY CALL, VOWS MORE UKRAINE PEACE TALKS AT G7 ON TUESDAY — VIA FOX

📊 ICE BofA US High Yield OAS: 2.78 bp (-0bp)

OVER THE LAST COUPLE WEEKS, A HYPOTHESIS THAT I HAVE COME TO FEEL MORE STRONGLY ABOUT IS THIS:

GOVERNMENTS ARE SELLING BONDS AT RECORD PACE AS SPENDING SOARS

HOW MANY TIMES CAN THIS MARKET RALLY ON AN IRAN PEACE DEAL? — VIA @SJOSEPHBURNS

THIS IS A REALLY AWKWARD HEADLINE:

IMPORTANT TO NOTE: THIS ISN'T A PEACE AGREEMENT, ETC. THIS IS TERMS & CONDITIONS FOR TALKS TO TRY TO REACH AN AGREEMENT. GIVEN TRUMP'S SCHIZO NARC

RUTI REINHOLD ROLLED HER SHOPPING CART, LOADED TO THE BRIM, THROUGH THE AISLES OF SOUQ FAISAL. THE SUPERMARKET IS LOCATED IN THE ARAB TOWN OF MAZRA’A,

IRAN BOASTS AFTER CLASH WITH ISRAEL, THREATENS RENEWED ATTACKS: ‘WE BROKE THE CEASEFIRE EQUATION’

⚡️DROP SITE DAILY | JUNE 11, 2026

FUN FACT: THE CEASEFIRE BETWEEN THE US AND IRAN IS STILL OFFICIALLY IN PLACE — VIA @DARIOCPX

US-IRAN PEACE DEAL IMMINENT — TRUMP REPOSTS PAKISTANI PM'S CLAIM OF 14-POINT AGREEMENT

I WONDER IF ANYONE HAS CALCULATED HOW MANY TOTAL POINTS SPX HAS MOVED HIGHER FROM ALL THE IRAN “PEACE DEAL HEADLINES” COMBINED. TODAY WAS 110 HANDLES

BOJ policy meeting, G7 summit, Min Aung Hlaing visits China — via NIKKEI

IRAN'S FOREIGN MINISTRY SLAMS US CEASEFIRE VIOLATIONS, WARNS COMPLICIT NATIONS HTTPS://T.CO/IO7PAASUDL — VIA @TEHRANTIMES79

LAST REAL US RECESSION WAS THE SUPER SHORT PANDEMIC FEB TO APR 2020 (2 MONTHS). NOTHING SINCE. ECONOMISTS AND THE MEDIA HAVE BEEN YELLING “RECESSION A

$NVDA

📊 10Y-2Y Treasury Spread: 0.4 bp (-0bp)

📊 10Y-3M Treasury Spread: 0.67 bp (-0bp)

TRUMP NEWS AT A GLANCE: ANOTHER DAY, ANOTHER CLAIM OF IMMINENT PEACE DEAL WITH IRAN — VIA GUARDIAN

Oxford Industries Remains Expensive After Q1 Earnings And Price Fall — via SEEKINGALPHA

INVESTORS EXPECTING A US INTEREST RATE RISE COULD BE IN FOR A SURPRISE — VIA SCMP

IRAN CONDEMNS US AGGRESSION AS VIOLATION OF CEASEFIRE

J. M. SMUCKER: Q4 EARNINGS WEREN'T AS GOOD AS THEY LOOK — VIA SEEKINGALPHA

$CNQ

💢 FIELD UPDATE FROM SOUTH LEBANON: ISRAELI DRONE STRIKES FAMILY ON MOTORCYCLE AS RESISTANCE ESCALATES ROCKET AND DRONE ATTACKS

WHY S&P 500 EARNINGS ESTIMATES MAY NOT BE TOO HIGH — VIA SEEKINGALPHA

NVIDIA ANNOUNCING A 550B MODEL WASN'T ON MY BINGO CARD

⭕️ IRAN’S FM CALLS HAMAS LEADER, VOWS IRAN’S CONTINUED SUPPORT FOR PALESTINIAN RESISTANCE

IRAN WARNS US, ISRAEL OF CONSEQUENCES FOR CEASEFIRE VIOLATIONS

🔺 HEZBOLLAH SAYS IT CARRIED OUT 41 MILITARY OPERATIONS ON JUNE 1 AS FIGHTING INTENSIFIED ACROSS SOUTHERN LEBANON AND NORTHERN ISRAEL.

GLOBUS MARITIME Q1 EARNINGS PREVIEW — VIA SEEKINGALPHA

NO CEASEFIRE BETWEEN ISRAEL AND LEBANON

IRAN WAR LIVE UPDATES : IRAN HALTS STRIKES ON ISRAEL AS TRUMP URGES IMMEDIATE END TO STRIKES

OIL-DRI CORPORATION OF AMERICA (ODC) Q3 2026 EARNINGS CALL TRANSCRIPT — VIA SEEKINGALPHA

$SJM +11.4% — J.M. SMUCKER REPORTS STRONG Q4 WITH HIGH FREE CASH FLOW AND DIVIDEND YIELD

THE STOCK MARKET CRASH - STILL IN EARLY PHASE — VIA SEEKINGALPHA

THE NEXT AXIOS OR AL ARABIYA FAKE NEWS OF AN "IMMINENT" PEACE DEAL BETWEEN THE US AND IRAN MIGHT BE ABOUT TO DROP HTTPS://T.CO/DOS9KUQJO2 — VIA @DARIO

EHANG Q1 EARNINGS PREVIEW — VIA SEEKINGALPHA

Iran and Israel bomb each other: Is the ceasefire over? — via ALJAZEERA

World News Today Live Updates on June 8 , 2026 : Zelensky willing to freeze current battle lines to end war , urges Putin to respond to open letter

INNOSILICON HAS DEVELOPED COMPLETE UALINK HIGH-SPEED INTERCONNECT FOR AI SCALE-UP PROJECT. SUPPORTS 112/224 GBPS SINGLE LANE PHY. 112 VERSION ALREADY