Investing.com -- Vital Knowledge said in a note Friday that two things explain why U.S. stocks have stayed steady this month despite a sharp rise in bond yields and Brent crude above $100 a barrel. Still guessing which names to buy? Our AI rebuilds its stock picks at the start of every month. The list is beating the market by 120%. See what's on it » The firm noted that the S&P 500 is roughly flat so far in September, even as the 10-year Treasury yield has climbed about 80 basis points this month. "Two words explain the discrepancy: TACO and Muse," they declared. Vital Knowledge said many investors believe the rise in yields is hurting the White House so much that Trump will be forced to change course on Iran.
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