10-year real yield
Discussion focused on the 10-year real yield reaching about 2.7% and rising above the economy’s real potential growth rate, alongside a sharp increase in nominal Treasury yields. Patrick Ceresna linked the move to tighter financial conditions, higher mortgage rates, a stronger dollar and pressure on equity valuations, while Jurrien Timmer highlighted a market pricing path more hawkish than the Fed’s projections. The evidence does not establish a clear disagreement about the real yield’s direction, but Jeffrey Christian separately cautioned that yield-curve signals are weak recession predictors 123.
Where the voices land
Nobody took a position in september 2026.
Mentions
3 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 1 mention
- Jeffrey Christian 1 mention
- Erik Townsend 1 mention
- Jurrien Timmer 1 mention
- Patrick Ceresna 1 mention
- Michael Every 1 mention
See what your own voices say about 10-year real yield, every morning.
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