In partnership with

Some teams never seem to stop moving. They're on Attio, the agentic CRM.

Every customer signal is captured in one shared context layer, always current and compounding. Agents and workflows build pipeline, chase every buying signal, and move deals forward, an always-on revenue engine running alongside your team.

With Attio, you’ll get:

• Leads automatically prioritised and routed to the right rep

• Expansion and risk signals caught the moment they land

• Follow-ups written in your voice, already there when you arrive

Teams like Parallel, Turbopuffer, and Wordsmith build on Attio. Are you one of them?

Get started now

⚡ 5 THINGS TO KNOW RIGHT NOW — BEFORE THE BELL

1. 🔑 10-Year Yield Hits Highest Level Since 2007 — Treasuries got hammered overnight as oil, inflation fears, and heavy debt issuance pushed the 10-year briefly above 5% before settling near 4.96% by pre-market. Markets are bracing for a Fed decision Wednesday.

Upgrade now to get ALL 5 things to know!!!!

🌍 MACRO BACKDROP — THE BIG PICTURE

This is a rates-driven, headline-dependent session. The dominant story overnight isn't a single stock — it's the bond market. The 10-year Treasury yield ripped to its highest level since 2007, briefly clearing 5%, as oil prices, sticky inflation, and heavy Treasury issuance all pressured duration simultaneously. That move matters because it's landing the day before a Fed decision markets are pricing as a hike, not a cut — an unusual and uncomfortable setup where the central bank could be tightening into an already-elevated-yield tape.

Monday's session closed with the S&P at $760.88 (SPY-equivalent) and futures are working lower in the pre-market, down roughly half a percent, with Nasdaq and Russell underperforming on rate sensitivity. Fear & Greed on the equity side reads 30 — Fear — a meaningful divergence from the crypto complex, where CoinMarketCap's Fear & Greed Index sits at 66, still firmly in Greed territory despite Bitcoin sliding under $77K overnight. That divergence is worth watching: crypto isn't panicking, equities are getting nervous.

Layered on top of the rates story is a genuinely heavy geopolitical tape — an active US military engagement in Iran straining the defense industrial base, a possible diplomatic opening via Saudi Arabia, and China stepping into a mediator role ahead of Iran's foreign minister visiting Beijing Thursday. This is a HEADLINE-DEPENDENT session — position sizing and stop discipline matter more than usual with this much overnight catalyst density.

🏦 SECTOR PERFORMANCE SNAPSHOT

🟢 ADVANCING

🗓️ TODAY'S ECONOMIC CALENDAR

🤖 STOCK MARKET NEWS — SECTOR BY SECTOR

🔥 HOT SECTOR #1: 📡 COMMUNICATION SERVICES / AI-AUTONOMY

Waymo's Tokyo Expansion Reignites the AI Leadership Trade

XLC's +2.19% move is the standout of the morning, and GOOGL is the driver. Waymo is bringing its robotaxi platform to Tokyo through a partnership with GO, targeting Japan's first commercial Level 4 unmanned taxi service in 2027 — GO brings the local taxi network, Waymo brings the autonomy stack for one of the world's most demanding driving environments. This lands alongside Ed Yardeni's overnight comment that he's "not particularly concerned" about AI slowdown fears while maintaining his 8,400 year-end S&P target — a bullish counter-narrative to the rate-driven risk-off tone elsewhere in the tape.

🎯 GOOGL Trade Setup:

Upgrade now to receive full GOOGL trade setup!!!!

🎓 Level up your trading every day. Join thousands of real traders at aitradingskool.com — where we break down exactly these kinds of multi-catalyst mornings with live analysis, trade rooms, and a community that has your back in any market.
🎯 And if you want to trade this tape live with us in real time, dcgchallenge.com gets you a FREE 5-day trial — live trading calls plus a 1:1 session directly with Jamar.

Subscribe to our premium content to read the full report.