LSEG Data & Analytics
May 19, 2026
The Day Ahead North America
Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyConsumer Discretionary
North American markets ended lower as surging Treasury yields, with the 30-year hitting a 19-year high, overshadowed corporate developments. Focus remains on upcoming results from Nvidia and Target, alongside the Fed's April meeting minutes.
Key Takeaways
- 1.U.S. Treasury yields are surging to multi-decade highs (30-year at 19-year high) due to persistent inflation and Middle East war concerns.
- 2.Nvidia is expected to report record quarterly revenue, but investors are focused on its ability to maintain dominance against custom silicon from cloud rivals.
- 3.Canada's annual inflation rate accelerated to 2.8% in April, driven by gasoline price spikes linked to the Iran war.
Table of Contents
- MARKET RECAP
- Coming Up
- KEY RESULTS
- Market Monitor
- Top News
- Insight and Analysis
- CANADA
- WEALTH NEWS
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Authors
Ashitha Salus
Securities
NVDATGTAEMSpaceX
Themes
Bond Yield Surge and Inflation CapitulationAI Infrastructure and Monetization RaceGeopolitical Impact on Energy and Inflation
Regions
North AmericaAsia PacificEuropeUnited StatesCanadaIndia