treasuries
Treasuries were described as under sustained pressure, with long-end yields reaching multi-decade highs as inflation, resilient growth, fiscal borrowing, AI investment and expectations of tighter Fed policy weighed on bonds 6715. Several commentators warned that foreign demand, central-bank buying and the Treasury market’s investor base may be weakening, raising the risk of higher borrowing costs or a crisis 2513. Others argued that Treasuries still attract safe-haven demand, including from foreign investors and retail buyers, and could rally if growth or equities weaken 122031.
From the window to Oct 7, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 9 voices2 bearish1 range-bound6 bullish
Strongly bearish
- LGLuke GromenStrongly bearish Expects foreign selling of the $9.5 trillion of treasuries to push yields higher in a self-reinforcing cycle. “They sell the $9.5 trillion of treasuries. Yields go up. Dollar goes up.” ▶ 17:40 Does the Administration believe they can inflate… · 8 Oct
Bearish
- TCTavi CostaBearish Expects Treasury yields to be suppressed by larger buybacks and yield curve control. “you're going to create an inflation problem, but you're going to cause yields to go lower” ▶ 9:44 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
Range-bound
- JWJoseph WangRange-bound Expects the strong 10-year auction to put a soft ceiling on yields for now, with demand at these levels. “that kind of puts on a soft ceiling for yields for the moment and tells the market there's demand here” ▶ 2:41 Markets Weekly October 10, 2026 · 10 Oct
Bullish
- MHMichael HowellBullish Expects demand for Treasuries to pick up again as the economy cools and investors rotate back to US safe assets. ▶ 15:21 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- THThomas HayesBullish Expects a rotation into Treasuries, with massive private-market defaults prompting a flight to safety. “then you're going to see a flight to safety in treasuries” ▶ 27:27 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
- ADAdrian DayBullish Expects yields on 10-year and especially 20- and 30-year Treasuries to rise if issuance of longer maturities increases. ▶ 3:22 1987 Black Monday Repeat: How Close Are We? | Ad… · 8 Oct
Strongly bullish
- CDCameron DawsonStrongly bullish Expects the 40-year downtrend in yields (1982-2022) to be over, i.e. yields to rise from here. “the downtrend in yields that persisted for 40 years, from 1982 to 2022, is over. It is dead. It is over.” ▶ 1:00 It's A New World Order For Markets | Cameron Daw… · 13 Oct
- JSJames StanleyStrongly bullish Expects Treasury yields to continue to rip higher on heavy supply coming online in coming months. “I've been talking about how I'm expecting yields to continue to rip because the reality is that's a supply demand situation” ▶ 0:03 Treasury Yield Surge Leaves AI Bubble Waiting fo… · 9 Oct
- MMMike McGloneStrongly bullish Sticks with overweighting Treasuries, expecting yields to fall once the stock market drops. “the number one thing to make bond market kick in and yields to go down is probably stock market going down” ▶ 25:57 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct
Supply, issuance and auctions 4 voices1 bearish1 range-bound2 bullish
Bearish
- TCTavi CostaBearish Expects Treasury yields to be suppressed by larger buybacks and yield curve control. “you're going to create an inflation problem, but you're going to cause yields to go lower” ▶ 9:44 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
Range-bound
- JWJoseph WangRange-bound Expects the strong 10-year auction to put a soft ceiling on yields for now, with demand at these levels. “that kind of puts on a soft ceiling for yields for the moment and tells the market there's demand here” ▶ 2:41 Markets Weekly October 10, 2026 · 10 Oct
Bullish
- ADAdrian DayBullish Expects yields on 10-year and especially 20- and 30-year Treasuries to rise if issuance of longer maturities increases. ▶ 3:22 1987 Black Monday Repeat: How Close Are We? | Ad… · 8 Oct
Strongly bullish
- JSJames StanleyStrongly bullish Expects Treasury yields to continue to rip higher on heavy supply coming online in coming months. “I've been talking about how I'm expecting yields to continue to rip because the reality is that's a supply demand situation” ▶ 0:03 Treasury Yield Surge Leaves AI Bubble Waiting fo… · 9 Oct
Safe-haven and risk appetite 3 voices3 bullish
Bullish
- MHMichael HowellBullish Expects demand for Treasuries to pick up again as the economy cools and investors rotate back to US safe assets. ▶ 15:21 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- THThomas HayesBullish Expects a rotation into Treasuries, with massive private-market defaults prompting a flight to safety. “then you're going to see a flight to safety in treasuries” ▶ 27:27 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
Strongly bullish
- MMMike McGloneStrongly bullish Sticks with overweighting Treasuries, expecting yields to fall once the stock market drops. “the number one thing to make bond market kick in and yields to go down is probably stock market going down” ▶ 25:57 ‘Very Similar To 1987': Here's What Bonds Break … · 8 Oct
2 bearish1 range-bound6 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Cheap
- WRWolf RichterCheap Expects longer-term treasuries to look mildly appealing rather than toxic. “longer term treasuries are starting to look just mildly appealing” ▶ 1:05:05 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
Mentions
21 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 5 mentions
- Walter Bloomberg 3 mentions
- Gary Bohm 2 mentions
- Dan Nathan 2 mentions
- Joseph Wang 2 mentions
- Adam Taggart 2 mentions
- Wolf Richter 1 mention
- Peter Boockvar 1 mention
See what your own voices say about treasuries, every morning.
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