30-year Treasury
Discussion focused on sharply higher long-term Treasury yields and the possibility of further repricing. The 30-year yield was reported at 5.587% and 5.612%, with both described as the highest levels in many years 23. Barclays said an AI-led productivity acceleration could push the yield to 6% by lifting long-run expectations for Federal Reserve rates 1, while other speakers linked long-end risks to fiscal credibility, inflation, oil and geopolitical escalation 56.
Where the voices land
All voices 1 voice1 bearish
Bearish
- SBSteven BavariaBearish He would not want to own a 30-year Treasury with a fixed 5-6% coupon. “I wouldn't want to lend to anybody and have my interest rate fixed for, you know, 10, 20, or 30 years at 5% or 6%” ▶ 5:25 Is It Becoming A Great Time For Income Investors… · 27 Sept
1 bearish
Mentions
6 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
- Walter Bloomberg 3 mentions
- Nate Hagens 1 mention
- Steven Bavaria 1 mention
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
- Adam Taggart 1 mention
- Harley Bassman 1 mention
- Robert Pape 1 mention
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