CEM YAŞAR ÖZEY · INSIGHTS
Artificial Intelligence
Falling Yields, Fragile Recovery: The Signals I’m Watching
Lower U.S. Treasury yields did not bring relief to technology stocks in the week ending October 16, 2026. In this episode, I examine that divergence and the evidence needed to distinguish a rebound from a more durable recovery.
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Opportunity or Risk? How Rates and Liquidity Are Repricing Markets
Strong employment data can support the economic outlook while simultaneously tightening financial conditions. This episode examines that tension across equities, precious metals and crypto assets.
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