interest rates
September 2026Live view →
Where the voices land
All voices 8 voices1 falling7 rising
Falling
- JBjeroen bloklandFalling Policymakers keep devising ways to prevent interest rates from rising because debt levels cannot cope with higher rates. “every time policymakers come up with another inventive way to prevent interest rates from rising because debt levels are simply too high” Open the post It’s happening right in front of our eyes! Yet … · 3 Sept
Rising
- LLLawrence LepardRising Ten-year yields are going higher in the US and around the world, and there will probably be a couple more hikes. “the tenure is going higher and frankly, tenures all around the world are going higher” ▶ 23:30 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
- PBPeter BoockvarRising Rates are back to a long-term normal after 15 years of abnormal, and the rate shock hits borrowers repricing debt at much higher levels. “To those who keep telling me that interest rates are just back to the long term normal, I agree but as it comes after 15 years of abnormal” Open the post To those who keep telling me that interest rates… · 28 Sept
- GBGary BohmRising Yields at the 5% handle across the curve are a guaranteed bill, not Volcker-style medicine that resolves anything. “Today’s 5% handle on the 5-year, 10-year, and 30-year sits on a $40-plus trillion debt pile” Open the post Gold and nominal yields can rise together once t… · 28 Sept
- BSBill SmeadRising Smead says rates will keep rising until the fever breaks, driven by heavy government and hyperscaler borrowing crowding out other borrowers. “these interest rates are gonna go up until the fever breaks” ▶ 5:55 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept
- MLMichael LebowitzRising Lebowitz expects rates to keep rising, which will increasingly weigh on economic activity. “even more so as rates increase, that weighing down of economic activity becomes greater and greater” ▶ 2:50 Market Starting To Crack Under High Bond Yields?… · 26 Sept
- PSPeter SchiffRising Schiff says the Fed should let interest rates rise, and expects long-term rates to keep climbing. “they shouldn't intervene they should let interest rates go up” ▶ 0:00 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
- LGLuke GromenRising Long-term Treasury and Western sovereign yields are all going higher as the economy weakens. Open the item Medium-to-long term thoughts on LT USTs, etc. · 14 Sept
Market yields and refinancing stress 4 voices4 rising
Rising
- LLLawrence LepardRising Ten-year yields are going higher in the US and around the world, and there will probably be a couple more hikes. “the tenure is going higher and frankly, tenures all around the world are going higher” ▶ 23:30 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
- PBPeter BoockvarRising Rates are back to a long-term normal after 15 years of abnormal, and the rate shock hits borrowers repricing debt at much higher levels. “To those who keep telling me that interest rates are just back to the long term normal, I agree but as it comes after 15 years of abnormal” Open the post To those who keep telling me that interest rates… · 28 Sept
- GBGary BohmRising Yields at the 5% handle across the curve are a guaranteed bill, not Volcker-style medicine that resolves anything. “Today’s 5% handle on the 5-year, 10-year, and 30-year sits on a $40-plus trillion debt pile” Open the post Gold and nominal yields can rise together once t… · 28 Sept
- LGLuke GromenRising Long-term Treasury and Western sovereign yields are all going higher as the economy weakens. Open the item Medium-to-long term thoughts on LT USTs, etc. · 14 Sept
Monetary policy and Fed actions 2 voices1 falling1 rising
Falling
- JBjeroen bloklandFalling Policymakers keep devising ways to prevent interest rates from rising because debt levels cannot cope with higher rates. “every time policymakers come up with another inventive way to prevent interest rates from rising because debt levels are simply too high” Open the post It’s happening right in front of our eyes! Yet … · 3 Sept
Rising
- PSPeter SchiffRising Schiff says the Fed should let interest rates rise, and expects long-term rates to keep climbing. “they shouldn't intervene they should let interest rates go up” ▶ 0:00 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
1 falling7 rising
Also asked
Policy 2 voices← against · for →2 against
Strongly against
- DLDaniel LacalleStrongly against Lacalle calls higher interest rates a policy mistake that hurts businesses and households without lowering energy prices. “Higher interest rates are a policy mistake: they can hurt businesses and households without lowering energy prices.” Open the post My interview on New York Stock Exchange Live: �… · 23 Sept
- WBWalter BloombergStrongly against Trump is calling for interest rates to be lowered for the United States, and quickly. “LOWER INTEREST RATES FOR UNITED STATES OF AMERICA, AND FAST” Open the post TRUMP: LOWER INTEREST RATES FOR UNITED STATES OF… · 16 Sept
Rate path 1 voice← dovish · hawkish →1 dovish
Dovish
- TKThe Kobeissi LetterDovish The Kobeissi Letter thinks markets are overestimating the odds of a September rate hike, implying a less hawkish path than priced. “We think markets are overestimating the chance of a September hike.” Open the post As an investor, you have to ask yourself: Presi… · 10 Sept
Mentions
119 in September 2026Mon 31Tue 15 · 18Thu 1
Stories 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
- Bloomberg 42 mentions
- Walter Bloomberg 11 mentions
- Gary Bohm 8 mentions
- The Kobeissi Letter 8 mentions
- Adam Taggart 7 mentions
- David Lin 6 mentions
- Michael Pettis 3 mentions
- Jack Farley 3 mentions
See what your own voices say about interest rates, every morning.
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