September 2, 2026

Do Higher U.S. 10-Year Treasury Yields Mean Lower S&P 500 Returns?

At the time of this analysis, the U.S. 10-year Treasury yield had risen above 4.75%. But does a higher yield actually mean weaker short-term S&P 500 returns? We test this by separating the yield’s ab…

September 19, 2026

Do Higher Japanese Bond Yields Strengthen the Yen? Testing Japan’s 10-Year Yield and USD/JPY

Higher Japanese yields are often cited as a reason for yen strength. But when Japan’s 10-year government bond yield rises, does USD/JPY actually tend to fall afterward? We compare 5-day changes in Ja…

August 25, 2026

Is Bitcoin Really an Inflation Hedge? — Testing Inflation Expectations and 30-Day Returns

Bitcoin is often described as a hedge against inflation and currency debasement. But does it actually perform better when market inflation expectations rise? We examine the relationship between the U…