5%
Discussion of 5% centred mainly on US Treasury yields, with several commentators describing a 5% or higher curve as a major portfolio and fiscal-market threshold 121617. Some saw 5% bonds as attractive relative to equities, while others warned that persistent high yields could intensify debt costs, weaken risk assets and pressure the economy 101620. The figure also appeared in discussions of money-supply growth, French fiscal deficits, private-credit redemption limits and unemployment, but these were separate uses rather than one unified debate 4152226.
From the window to Oct 6, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
36 this weekStories 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
- David Lin 7 mentions
- Adam Taggart 4 mentions
- Josh Linville 4 mentions
- Jeffrey Currie ++ 3 mentions
- Max Wiethe 3 mentions
- Bloomberg 3 mentions
- Dan Nathan 2 mentions
- Anas Alhajji 2 mentions
See what your own voices say about 5%, every morning.
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