10Y Note
Discussion was dominated by The Kobeissi Letter, which portrayed a rapid, disorderly rise in the 10Y Note yield: from above 4.85% on September 9 to above 5.20% on September 24, with the move described as crisis-like and Treasury intervention ineffective 135. The commentary linked higher yields to shifting rate expectations, persistent inflation concerns, the Iran War and rising oil prices, while warning of pressure on consumers, homebuyers and borrowers 171213. It also identified a countervailing investment case: higher yields are making fixed-income assets more attractive after the near-zero-rate era 3.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- TKThe Kobeissi LetterStrongly bullish The 10Y Note yield is surging to its highest level since June 2002. “long-term yields surge to their highest level since June 2002” Open the post What is happening here. The bond market is now … · 29 Sept
1 bullish
Mentions
13 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
- The Kobeissi Letter 12 mentions
- Brent Johnson 1 mention
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