yield curve
Discussion focused on a sharply differentiated curve: several speakers said the 10-year/3-month curve was steepening while the 10-year/2-year curve was flattening, making the chosen measure central to the interpretation 567. Some viewed the shape as a warning of weakening activity or recession risk 5611, while others argued that its predictive record is weaker than commonly claimed and that historical relationships may not hold 67. A separate thread linked long-end yields to fiscal borrowing, AI-related issuance, oil and supply-demand forces beyond direct Fed control 121724.
Where the voices land
Nobody took a position in september 2026.
Mentions
38 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
- David Lin 11 mentions
- Gary Bohm 5 mentions
- Jack Farley 3 mentions
- Robin Brooks 3 mentions
- Joseph Wang 3 mentions
- Quinn Thompson 3 mentions
- Max Wiethe 2 mentions
- jeroen blokland 2 mentions
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