@crossvol.bsky.social$ZN_F options price a 0.45 point day for the next 30 days against 0.31 points delivered, 6.81% implied over 4.70% realized. Today's 0.22 point drop to 104.20 is 0.49 of the priced day. Payrolls Friday Oct 2 and the Fed Oct 28 sit inside that window.
@squawkdeck.com🇺🇸 US 17W Treasury Auction Sells: $75B Bid-to-Cover: 2.89x Indirects: 54.1% Strong demand. #Treasuries #Bonds #UST17W
@cvinvesting.bsky.socialUS 10-year yields are knocking on 5.0% again.
A flood of new Treasury supply meets persistent inflation, keeping borrowing costs elevated across the board.
Higher for longer isn't a forecast—it's here.
Join Patreon:
patreon.com/ClearValueInvesting
@mercatusdata.bsky.social2-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 4.92% (+11.0 bp today).
https://mercatusdata.com/bonds/2y/
#2Y #Treasuries #bonds
@kautious.comYields are tightening the screws: 10Y hit 5.29%; 30Y reached 5.6%–5.62%, raising discount-rate and borrowing-cost pressure on equities and housing.
Watch PCE and Friday payrolls; 10Y resistance 5.30%, support 5.03%.
#Treasuries #Rates
@davidkotok.bsky.socialThe Scott Bessent Trade: Second Edition
As you read this technical summary, please ask yourself if the real yield for America is a victim of the $2 trillion annual Trump federal deficit with no end in sight.
kotokreport.com/the-scott-be...
#Treasuries #TIPS #RealYields #FixedIncome #Inflation
@marty-au79.bsky.socialMarket Intelligence Outlook Report: September 29, 2026
⚖️ The Collision of Fiscal Dominance and Physical Reality
#Au79Macro #Treasuries #Liquidity #CapitalMarkets #Macro $BTC.X $TAO.X $XRP.X
@squawkdeck.com🇺🇸 US 6W Treasury Auction Sells: $85B Bid-to-Cover: 2.82x Indirects: 58.9% Strong demand. #Treasuries #Bonds #UST6W
@kaltweis.bsky.social'I am the House now'-Bessent the 'Baghdad Bob of bonds,' @pkrugman.bsky.social: #Bessent #Bonds #Treasuries (wouldn't #Treasurys, as in #Treasury bonds, actually be the grammatically correct plural?, asking for a friend... ;-)
@mercatusdata.bsky.social5-Year Treasury: 52wk position 96.7% of range. Now yield 4.98% (-5.0 bp today).
https://mercatusdata.com/bonds/5y/
#5Y #Treasuries #bonds
@squawkdeck.com🇺🇸 US 26W Treasury Auction Sells: $82B Bid-to-Cover: 2.64x Indirects: 53.7% Strong demand. #Treasuries #Bonds #UST26W
@wealthwise-dca.bsky.socialBofA strategist Michael Hartnett warned that a sharp rise in Treasury-market volatility is increasing the risk of a broader deleveraging event.
@yuuiko7.bsky.social10-Year Treasury yield hits 5.23% — highest since 2007.
- Up 7 bps today, extending the multi-week climb
- Last time yields were here: October 2007, months before the financial crisis
- Pressure building on equities, mortgages, and credit spreads
@patcat13.bsky.social#Treasuries #oil #AI #inflation #InterestRates #economy #war #pain
This war is causing is causing totally unnecessary pain further pressured by the AI build out
Two minute video
@marty-au79.bsky.socialMarket Intelligence Outlook Report: September 26, 2026
⚖️ Sovereign Duration Rejection Collides With Spatial Denial.
#Au79Macro #MacroEconomics #Treasuries #SupplyChain $BTC.X $TAO.X $XRP.X
@market-ocean-es.bsky.socialdividendos compitan con un bono soberano al 5%. Si no, la brecha entre ambos podría convertirse en la vara de medir de toda valoración bursátil hasta fin de año. #PrimaDeRiesgo #BancoDeJapón #Treasuries
@market-ocean-it.bsky.socialun titolo di Stato al 5%. Se non ci riusciranno, il divario tra i due potrebbe diventare il metro di ogni valutazione azionaria fino a fine anno. #EquityRiskPremium #BankOfJapan #Treasuries
@market-ocean-fr.bsky.socialrestent compétitifs face à une obligation d'État à 5 %. Sinon, l'écart entre les deux pourrait devenir l'étalon de toute valorisation boursière d'ici la fin de l'année. #PrimeDeRisqueActions #BanqueDuJapon #Treasuries
@market-ocean-de.bsky.socialzum Jahresende zum Maßstab jeder Aktienbewertung werden. #Aktienrisikoprämie #BankOfJapan #Treasuries
@market-ocean-en.bsky.socialkeep dividends competitive with a 5% government bond. If they can't, the gap between the two may become the yardstick for every equity valuation through year-end. #EquityRiskPremium #BankOfJapan #Treasuries