bond market
Discussion focused on sharply higher long-end yields, Treasury buybacks and whether fiscal, inflation and issuance pressures are structural or temporary. Some speakers saw intervention as capable of containing yields or expected mean reversion, while others viewed the bond market as rejecting policy credibility and requiring financial repression or debt devaluation. AI-related corporate issuance was disputed as either a meaningful source of Treasury-market pressure or a scapegoat for problems caused primarily by government deficits 1013.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 4 voices3 bearish1 bullish
Bearish
- FRFawad RazaqzadaBearish The bond market sell-off is boosting the greenback. “the bond market sell-off is also providing the greenback additional boost” ▶ 0:00 The RBA Hiked Rates and the Australian Dollar St… · 29 Sept
- JSJeff SniderBearish The yield curve shape signals the market expects rates to fall and economic circumstances to deteriorate. “the economic circumstances are not conducive for rates to continue to go higher” ▶ 10:58 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
- TKThe Kobeissi LetterBearish Says the bond market continues to drop sharply. “the bond market continues to drop sharply” Open the post BREAKING: The US 30Y Note Yield rises to 5.53%, … · 25 Sept
Strongly bullish
- JWJoseph WangStrongly bullish Yields are surging aggressively, with 10- and 30-year yields going parabolic to multi-decade highs. ▶ 0:00 Markets Weekly September 26, 2026 · 26 Sept
3 bearish1 bullish
Also asked
Risk 3 voices← rising · easing →3 rising
Risk rising sharply
- SHSteve H. HankeRisk rising sharply Hanke is concerned about a bond buyer strike or failed treasury auctions at these yield levels. “you concerned about any such failed treasury auctions or run on bonds at this level of yield well uh yeah the the answer is yes” ▶ 32:18 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
- TKThe Kobeissi LetterRisk rising sharply The bond market is no longer the safe haven it once was, so its risk has risen. “The bond market is no longer the safe haven it once was.” Open the post The current decline in US bonds is unprecedented… · 7 Sept
Risk rising
- GBGary BohmRisk rising The bond market is at risk of breaking if yields keep climbing. “You only need to trust that officials will keep printing rather than let the bond market break.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
Mentions
71 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 17 mentions
- David Lin 8 mentions
- Bloomberg 7 mentions
- Gary Bohm 7 mentions
- Robin Brooks 5 mentions
- Dario Perkins 4 mentions
- Dan Nathan 3 mentions
- Josh Linville 3 mentions
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