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S&P 500 set for strong year-end rally despite rising long-term bond yields.

Market News
24 Sep 2026
Seeking Alpha
View Source
Bullish
S&P 500 set for strong year-end rally despite rising long-term bond yields.

The S&P 500 is expected to rally strongly at year-end, even as long-term bond yields rise to levels not seen since 2007. This increase in yields is driven by strong economic data, limited Treasury buybacks, and competition for capital between government and corporate issuers. The analyst believes that either increased Treasury buybacks or a drop in oil prices could stabilize yields, reducing risks and supporting equity markets, particularly in AI-driven sectors. The AI sector remains attractive due to solid earnings growth and reasonable valuations, making any market pullbacks good buying opportunities.

The discussion on S&P 500 year-end rally and rising long-term bond yields provides context for market conditions. For readers following the Technology sector, here is Pluang's market snapshot as of Sep 24, 2026 19:51 WIB: out of 150 priced Technology-sector US stocks tradable on Pluang, 21 rose and 126 fell today. Notable movers include AXTI at USD 70.21 with a -3.80% change, NOK at USD 10.25 with a -3.57% change, and ARM at USD 320.72 with a -3.56% change, reflecting a predominantly negative day in this sector.

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