fixed income
Discussion focused on sharply higher Treasury yields, fiscal and AI-related borrowing, and whether the bond selloff is nearing a reversal. Several participants argued that elevated yields make fixed income more attractive relative to equities, while others said the market is still crowded with premature contrarian buyers and that yields may rise further 134. Views also diverged on high-quality US bonds: Tom McClellan’s camp was bullish on a potential flight to safety, whereas the discussion he cited remained bearish 7.
Where the voices land
Nobody took a position in september 2026.
Mentions
11 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
- Brad Setser 2 mentions
- David Lin 2 mentions
- Steve H. Hanke 1 mention
- David Busch 1 mention
- Jack Farley 1 mention
- Bloomberg 1 mention
- Quinn Thompson 1 mention
- Tom McClellan 1 mention
See what your own voices say about fixed income, every morning.
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