6%
Discussion of 6% was dominated by bond yields, especially the US 30-year and 10-year. Several speakers saw 6% as plausible or inevitable: Earl Davis expected the 30-year to cross it within October, Barclays linked it to sustained productivity growth, and Tony Greer said 10-year and 30-year yields could move above 6% quickly if diesel and crack spreads rise 323251. Others treated 6% as a stress threshold or valuation reference rather than a forecast, with Lyn Alden calling it plausible but not her base case, James Stanley describing it as an attention point rather than necessarily a peak, and Lawrence Lepard saying 6% would likely materially hurt the economy 9526. The percentage also appeared in unrelated references to money-supply growth, fiscal deficits, UK borrowing costs, dairy trade through Hormuz and tax assumptions 41117182221.
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
22 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
- Walter Bloomberg 5 mentions
- David Lin 5 mentions
- Max Wiethe 3 mentions
- Cameron Dawson 2 mentions
- Ben Inker 2 mentions
- Adam Taggart 2 mentions
- Josh Linville 2 mentions
- Bruno Santos 1 mention
See what your own voices say about 6%, every morning.
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