10y yields top 5.20%, highest since 2007. Up almost a quarter percentage point in two days.
September 24, 2026 at 8:12 PM
10y yields top 5.20%, highest since 2007. Up almost a quarter percentage point in two days.
Yeah, I'm not an expert on markets but it seems *concerning* that yields on US 10y are a full percent higher than Greece 10y
April 11, 2025 at 10:56 PM
Yeah, I'm not an expert on markets but it seems *concerning* that yields on US 10y are a full percent higher than Greece 10y
🚨Everyone obsessed with the oil price whilst the real catastrophe is now brewing elsewhere.
The global bond market is starting to creak. Badly.
If the bond market panics, all bets are off.
The global bond market is starting to creak. Badly.
If the bond market panics, all bets are off.
March 20, 2026 at 6:19 PM
🚨Everyone obsessed with the oil price whilst the real catastrophe is now brewing elsewhere.
The global bond market is starting to creak. Badly.
If the bond market panics, all bets are off.
The global bond market is starting to creak. Badly.
If the bond market panics, all bets are off.
US 10y yields are 50bps higher in 2 day
April 9, 2025 at 3:34 AM
US 10y yields are 50bps higher in 2 day
TIPS market is suggesting that we're seeing liquidity issues, not a structural shift in demand for UST. Similar dislocations happened in the GFC and COVID shock; less-liquid TIPS get hit harder on big market dislocations. Not *good*...but high vol outcomes <> the end of it all.
April 11, 2025 at 1:55 PM
TIPS market is suggesting that we're seeing liquidity issues, not a structural shift in demand for UST. Similar dislocations happened in the GFC and COVID shock; less-liquid TIPS get hit harder on big market dislocations. Not *good*...but high vol outcomes <> the end of it all.
German 10y bund yields highest since 2011, wheeeeee
March 20, 2026 at 2:36 PM
German 10y bund yields highest since 2011, wheeeeee
minimum 10y experience
August 15, 2026 at 3:41 AM
minimum 10y experience
5.14 on the 10y 🥺
158 USDJPY 😵
Ideas for Scott 🏚️ Bessent:
158 USDJPY 😵
Ideas for Scott 🏚️ Bessent:
September 24, 2026 at 8:40 AM
5.14 on the 10y 🥺
158 USDJPY 😵
Ideas for Scott 🏚️ Bessent:
158 USDJPY 😵
Ideas for Scott 🏚️ Bessent:
“.. Highest close for the 10y Treasury yield since last July.”
- Schwab
- Schwab
May 12, 2026 at 11:02 PM
“.. Highest close for the 10y Treasury yield since last July.”
- Schwab
- Schwab
Here's just a pile of (mostly old) Zelda things I've drawn. There's more but, I picked the ones I had colored. Some are more than 10y old
September 11, 2026 at 5:33 PM
Here's just a pile of (mostly old) Zelda things I've drawn. There's more but, I picked the ones I had colored. Some are more than 10y old
10y real yields are trading almost exactly where they did the week before "Liberation Day".
April 28, 2025 at 6:22 PM
10y real yields are trading almost exactly where they did the week before "Liberation Day".
FEDWATCH: “.. The bond market may seem ‘calm’ about it with the 10Y and 30Y modestly up in yield, but in the ‘forwards’ — expectations of the 10Y yield in the future — the market sees over 5.0% by the end of Trump’s term.”
January 12, 2026 at 1:27 PM
FEDWATCH: “.. The bond market may seem ‘calm’ about it with the 10Y and 30Y modestly up in yield, but in the ‘forwards’ — expectations of the 10Y yield in the future — the market sees over 5.0% by the end of Trump’s term.”
“.. The 10y Treasury yield is on track for its biggest one-day jump since the immediate aftermath of Liberation Day.”
- Schwab
- Schwab
September 23, 2026 at 5:04 PM
“.. The 10y Treasury yield is on track for its biggest one-day jump since the immediate aftermath of Liberation Day.”
- Schwab
- Schwab
Bond markets signal serious flight to quality across the region.
Japan 10Y yields drop to 1.072%.
China 10Y yields fall to 1.64%.
Hong Kong 10Y yields decline to 3.127%.
South Korea 10Y yields down to 2.659%.
Australian 10Y yields ease to 4.126%.
Japan 10Y yields drop to 1.072%.
China 10Y yields fall to 1.64%.
Hong Kong 10Y yields decline to 3.127%.
South Korea 10Y yields down to 2.659%.
Australian 10Y yields ease to 4.126%.
April 7, 2025 at 3:34 AM
Bond markets signal serious flight to quality across the region.
Japan 10Y yields drop to 1.072%.
China 10Y yields fall to 1.64%.
Hong Kong 10Y yields decline to 3.127%.
South Korea 10Y yields down to 2.659%.
Australian 10Y yields ease to 4.126%.
Japan 10Y yields drop to 1.072%.
China 10Y yields fall to 1.64%.
Hong Kong 10Y yields decline to 3.127%.
South Korea 10Y yields down to 2.659%.
Australian 10Y yields ease to 4.126%.
“.. 10y Treasury yield now up by nearly 20bps since Fed cut rates in September.”
- Schwab
- Schwab
January 20, 2026 at 3:45 PM
“.. 10y Treasury yield now up by nearly 20bps since Fed cut rates in September.”
- Schwab
- Schwab
PPG MACRO: “.. Have bond traders become Crackheads?”
Diesel crack spread & 10y UST:
Diesel crack spread & 10y UST:
September 18, 2026 at 11:05 AM
PPG MACRO: “.. Have bond traders become Crackheads?”
Diesel crack spread & 10y UST:
Diesel crack spread & 10y UST:
KOBEISSI: “.. The 10Y Note Yield has officially erased all of its losses since the "Memorandum of Understanding" was signed.
.. This puts the 10Y Note Yield up to 4.63%, near its highest level since January 2025.
.. 7% mortgage rates in the US are on their way.”
.. This puts the 10Y Note Yield up to 4.63%, near its highest level since January 2025.
.. 7% mortgage rates in the US are on their way.”
July 21, 2026 at 10:50 PM
KOBEISSI: “.. The 10Y Note Yield has officially erased all of its losses since the "Memorandum of Understanding" was signed.
.. This puts the 10Y Note Yield up to 4.63%, near its highest level since January 2025.
.. 7% mortgage rates in the US are on their way.”
.. This puts the 10Y Note Yield up to 4.63%, near its highest level since January 2025.
.. 7% mortgage rates in the US are on their way.”
Fun story but 10y yields LOD'd too lol
August 1, 2025 at 6:54 PM
Fun story but 10y yields LOD'd too lol
“.. The 10y Treasury yield is currently seeing its largest weekly increase since April 2025.”
- Schwab
- Schwab
May 15, 2026 at 4:47 PM
“.. The 10y Treasury yield is currently seeing its largest weekly increase since April 2025.”
- Schwab
- Schwab
Go-go gadget 10Y TSY!
Trump's additional 50% tariffs on Chinese goods (104% total) go into effect at midnight Eastern, 9PM Pacific.
Will check back on the Asian markets and other futures then to see how that goes over.
Will check back on the Asian markets and other futures then to see how that goes over.
April 9, 2025 at 4:22 AM
Go-go gadget 10Y TSY!
SCHWAB: “.. 10y Treasury yield has essentially retraced the post-CPI decline.”
September 11, 2026 at 7:08 PM
SCHWAB: “.. 10y Treasury yield has essentially retraced the post-CPI decline.”
