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

...compared to some other sovereigns.
Even with these stabilizing factors, volatility and dispersion will remain defining market themes amid wider geo-economic crosscurrents.
As an aside, I think the migration of interest rate risk into credit risk is still unfolding
#economy #markets #bonds #yields

the migration of interest rate risk into credit risk is still unfolding. #economy #markets #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105711066705768697

While on dispersion, have a look at this September chart of returns on 10-year government bonds:
US Treasuries were down twice as much as German Bunds (-3.7% versus -1.9%), reversing the prior US relative outperformance.
#economy #markets #bonds #yields

Bonds are doing that thing where they take your money and run. Again.
#Treasury #Yields #Climb #Finance #Satire
https://processorpress.com/story/891/treasury-yields-climb-to-heights-where-only-eagles-and-desperate-pensioners-dwel

📈 Nifty, Sensex Crash 01 Oct 2026: FII Selling, Yields Drive Plunge

Nifty & Sensex tank on Oct 1, 2026, due to intense FII selling, rising bond yields, and other factors. Understand the reasons behind the Indian stock market crash.

#Nifty #Sensex #FIIselling #Yields

The US 10-year government bond yield is now trading at 5.30%. #economy #markets #yields #bonds https://t.co/2CMrwcKj7g

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105346238119874771

...
For what it's worth, and for the reasons detailed earlier, my answers would be yes, and no.
#economy #markets #yields #bonds

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detailed earlier, my answers would be yes, and no. #economy #markets #yields #bonds

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105267419199545705

#economy #bonds #markets #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105240951975256503

Surging bond yields are scaring stocks even if strong tech amid the AI boom is hiding it. Will the squeeze break consumers and topple the economy?

#macro #trading #bonds #yields #stockmarkets #gold #dollar #economy #EconSky

www.tastylive.com/news-insight...

US Market Digest: Yields Hit 2007 Highs on Oil and Geopolitics

Global Equities and Bond Markets Global equity markets faced significant downward pressure, with the MSCI All-Country World Index falling to its lo...

#Digest: #Yields #Hit

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#economy #bonds #markets #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2104932600175350054

US Treasury yields have stabilized today, at least for now, following the sharp surge across all maturities (WSJ chart below).
#economy #markets #bonds #yields

US Treasury yields have stabilized today, at least for now, following the sharp surge across all maturities (WSJ chart below). #economy #markets #bonds #yields https://t.co/wAfbyTAecw

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2104910889124081952