100 basis points
The 100-basis-point discussion spans a widening US yield curve, a roughly 100-basis-point rise in the 10-year Treasury yield, and a roughly 100-basis-point France–Germany bond spread. Jim Bianco viewed the 10-year/three-month curve’s 100-basis-point steepening as leaving recession risk less immediate, while Paul Kedrosky said the Treasury-yield increase was raising data-centre funding costs and could be amplified by wider spreads. Joseph Wang presented the French spread as a fiscal and monetary-constraint warning, while also saying markets expected further Fed tightening.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
- Ed Zitron 1 mention
- Joseph Wang 1 mention
- David Lin 1 mention
- Jim Bianco 1 mention
- Paul Kedrosky 1 mention
See what your own voices say about 100 basis points, every morning.
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