10-year
Discussion focused on the US 10-year yield reaching multidecade highs, with the quarter described as a severe Treasury selloff and the 10-year up 85 basis points in Q3 12. Speakers linked the rise variously to stronger US activity 15, inflation and oil-related pressures 31424, reduced demand for long-term Treasuries 926, and competition from AI-related corporate debt 1633. Views diverged over whether high yields signal recession and eventual lower rates, or an inflationary cycle that could push yields materially higher 4101222.
Where the voices land
Nobody took a position in september 2026.
Mentions
35 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Lin 8 mentions
- Gary Bohm 7 mentions
- Adam Taggart 6 mentions
- Josh Linville 3 mentions
- Walter Bloomberg 2 mentions
- Dan Nathan 2 mentions
- Paul Kedrosky 2 mentions
- Mohamed El-Erian 2 mentions
See what your own voices say about 10-year, every morning.
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