#Government #bond #yields are heading north. I am concerned. The #UK will muddle through, and the #US gets by with the equivalent of fiscal murder. The situation in #France is much more concerning. Read my latest take here, on TimsTake: substack.com/home/post/p-...

BMO: After a winning session yesterday—including a new all-time high for the #Nasdaq - #equityfutures are pointing about 0.4% higher this morning. Helping #marketsentiment is a step down in #global #bond #yields (10-year #Treasuries at 5.27%) and #oil prices (WTI below $88) #markets

Unusual volatility in the US yield curve:
Look at this one-month round trip across both the 2s10s and 2s30s curves: The sharp flattening down to September lows was followed by an immediate, full retracement!
(Bloomberg charts.)
#economy #markets #yields #bonds

Emmanuel Moulin, the Governor of the Banque de France (central bank) to the Financial Times.

👇

#France #markets #economy #bonds #yields @financialtimes.com

Emmanuel Moulin, the Governor of the Banque de France (central bank) to the Financial Times. 👇 #France #markets #economy #bonds #yields https://t.co/icvskcER42

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107420792304828551

Speaking of higher borrowing costs and vulnerable sectors:
This from the front page of today's WSJ.👇
#economy #markets #housing #bonds #yields #mortgages @wsj.com

Speaking of higher borrowing costs and vulnerable sectors: This from the front page of today's WSJ.👇 #economy #markets #housing #bonds #yields #mortgages @WSJ https://t.co/wolgoOZkpY

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107404675784036714

...
The most vulnerable sectors get hit first and hardest. Then, if elevated borrowing costs persist, the pressure both migrates up the curve and spreads across the broader economy, domestically and internationally.
#economy #markets #bonds #yields @financialtimes.com

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#SPX unfazed by rising yields. For how much longer?

Tell me in the comments below your expectations!

#yields #macro #technology #marketoutlook #stocks #bonds

XAU/USD Market Analysis: Yields and Dollar Pressure

Overview of ISM Services PMI and Economic Data The US ISM services activity index for September fell to 54.9 from 55.4 in August, slightly missing the 55.0...

#XAU/USD #Analysis: #Yields

Smart tools for smart traders.

READ MORE

When bond yields kept climbing, the Australian stock market opened in the green, mirroring the upbeat mood on Wall Street. Market participants were quick to applaud the rally, though inflation fears lingered.
#Asx #Opens #Higher #Bond #Yields #Rise #Finance #Sydney #Australia #AustralianNews #Satire

Elevated CO2 can boost #yields in C3 crops, but also reduces grain mineral levels, esp. of #iron & #zinc and when combined with #drought, warming or low nitrogen. Rising #CO2 levels threaten the #nutrition quality of grains. #Biofortification and other interventions can help: doi.org/10.3389/fpls...

long-end issuance and some retreat in traditionally reliable buyers. #economy #markets #oil #energy #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107097545717555390

French 10-year yields touched 4.95%, the widest spread to Bunds since 2011, with markets betting fewer ECB hikes ahead.

#Bonds #ECB #Eurozone #France #SovereignDebt #Yields

France has taken center stage these days among the G7's three most bond-sensitive economies, with the French-German 10-year spread moving more than 50 bps in the last month.

(The other two economies are Japan and the UK.)

#economy #markets #france #Eurozone #europe #bonds #yields

#economy #markets #france #eurozone #europe #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2106069735653753250

Market Intelligence Outlook Report: October 02, 2026

⚖️ The Architecture of Scarcity

#Au79Macro #MarketIntelligence #FiscalDominance #Yields $BTC.X $TAO.X $XRP.X

martyau79.substack.com/p/02oct2026-...

...The premium investors charge to hold those bonds over equivalent German bunds has soared, and is on track for a record weekly widening."
#economy #markets #france #bonds #yields

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The IMF issuing a statement to reassure the public that bond markets are "functioning in an orderly manner" is highly unusual—and risks raising more questions than it answers.
#economy #markets #bonds #yields