30Y Note
The Kobeissi Letter described a sharp September rise in the US 30Y Note yield, reaching 5.64%, its highest level since 2002, after surpassing 5.60% and 5.50% during the period 234. It linked the move to rising inflation and rate-hike expectations, including oil above $90, and characterised the bond market as under serious pressure 6. Separately, it argued that higher yields are restoring income opportunities in fixed income, while warning that mortgage rates could soon reach 8% 53.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- TKThe Kobeissi LetterStrongly bullish The host notes the 30Y Note yield has just hit a fresh 24-year high and mortgage rates have yet to reflect it. “Today's rates also have yet to account for the move into a fresh 24-year high on the US 30Y Note yield just now.” Open the post BREAKING: The average interest rate on a 30Y Mor… · 30 Sept
1 bullish
Mentions
6 in September 2026Stories it travels in
i
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 6 mentions
See what your own voices say about 30Y Note, every morning.
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