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BARCLAYS WARNS STOCKS ARE NEARING A BREAKING POINT Barclays warns that rising bond yields are making equities less attractive, with the extra return stocks offer over bonds near multi-decade lows. Despite resilient earnings and AI-driven growth, oil above $100 and renewed central-bank tightening are increasing market risks. The bank remains overweight equities, but expects volatility to persist ahead of Q3 earnings as investors assess how much higher yields stocks can withstand.

BREAKING: The S&P 500 rises on reports that talks between the US and Iran have entered a "technical stage," per Al Jazeera.Details include:1. Negotiations in New York have reportedly moved beyond initial diplomatic contacts into a "more detailed technical phase"2. Technical experts joined the discussions in New York after a first meeting involving US envoys Witkoff and Kushner3. Iran's proposed 7-day plan to reopen the Strait of Hormuz if the US ends its blockade is being discussed as an accelerated version of a previously discussed 60-day process4. Both sides also continue to discuss other arrangements for the Strait of HormuzOil prices are pulling back on the news.

JUST IN 🚨: U.S. 10-Year Treasury Yield jumps to highest level since the run-up to the Global Financial Crisis