Beltway Brief Ep. 05 | Yield (July 30, 2026) [TP14d75jFWK]
Go beyond the headlines with Shawn Snyder, Economic Strategist at Potomac, as he analyzes key market trends from the Last week of July2026. In this episode, Shawn covers: - 10-Year U.S. Treasury Yield (%) Source: Federal Reserve Board, Bloomberg L.P., and Potomac. Data as of July 27, 2026. - Cumulative Weekly S&P 500 Returns by Direction of the 10-Year Yield Source: Standard & Poor’s, U.S. Department of Treasury, Bloomberg L.P., and Potomac. Data as of July 24, 2026. - 10-Year U.S. Treasury Real Yield vs. the Breakeven Inflation Rate Source: U.S. Department of Treasury, Bloomberg L.P., and Potomac. Data as of July 24, 2026. - Weekly S&P 500 Returns When 10-Year Yield is Rising by Range* Source: Standard & Poor’s, U.S. Department of Treasury, Bloomberg L.P., and Potomac. * The time range used for these returns was 2023 through July 24, 2026. - Hyperscalers’ Credit Default Swaps vs the 10-Year Treasury Real Yield Source: Bloomberg L.P., U.S. Department of Treasury, and Potomac. Data as of July 27, 2026. Note: Hyperscalers includes Amazon Inc., Alphabet Inc., Meta Platforms, Microsoft Corp., and Oracle Corp. - Hyperscaler Stocks vs. Silicon Data LLM Token Expenditure Index Source: UBS, Bloomberg L.P., Silicon Data, and Potomac. Data as of July 27, 2026. Note 1: The hyperscaler stock basket includes Amazon Inc., Alphabet Inc., Meta Platforms, Microsoft Corp., and Oracle Corp. Note 2: The LLM Token Expenditure Index is the Silicon Data benchmark for large language model inference token pricing. It is published daily as a normalized blended rate expressed in USD per million tokens, drawn from observations across frontier API providers, open-weight inference platforms, brokered dedicated-instance markets, and self-hosted reference deployments. 🔍 Past performance is no guarantee of future results. It is not possible to invest directly in an index. If you’re a financial advisor, or just passionate about economic analysis, this is your go-to resource for actionable insights. And make sure to subscribe so you don’t miss any of our future research! 🔥 Timestamps: 00:00 – Welcome to the Beltway Brief | Last week of July 2026 00:18 – Intro 00:35 – Shawn’s Opening Remarks 00:43 – 10-Year U.S. Treasury Yield (%) 01:46 – Cumulative Weekly S&P 500 Returns by Direction of the 10-Year Yield 03:23 – Weekly S&P 500 Returns When 10-Year Yield is Rising by Range (2023 to now) 04:36 – Hyperscalers’ Credit Default Swaps vs the 10-Year Treasury Real Yield 05:44 – Hyperscaler Stocks vs. Silicon Data LLM Token Expenditure Index 06:49 – Shawn’s Closing remarks 09:07 – Credits 09:15 – Disclosure PFM-441-20260729 🚨 Stay ahead of the market. Subscribe now and never miss an update. 🚨 🔗 Learn more about Potomac: 💼 Disclosure: #StockMarket #EconomicAnalysis #MarketAnalysis #FinancialAdvisors #BeltwayBriefPodcast #ShawnSnyder#MarketOutlook #investing #USStock #July2026