Beltway Brief Ep. 05 | Yield (July 30, 2026)
リアクション
2026年07月30日
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: https://potomac.com/
💼 Disclosure: https://potomac.com/disclosures
#StockMarket #EconomicAnalysis #MarketAnalysis #FinancialAdvisors #BeltwayBriefPodcast #ShawnSnyder#MarketOutlook #investing #USStock #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: https://potomac.com/
💼 Disclosure: https://potomac.com/disclosures
#StockMarket #EconomicAnalysis #MarketAnalysis #FinancialAdvisors #BeltwayBriefPodcast #ShawnSnyder#MarketOutlook #investing #USStock #July2026
