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Geopolitics · ▼ Bearish · 3 sources confirmed · 2026-09-24 18:30 UTC

Surging Treasury yields pose a brand new problem for Kevin Warsh and the Fed - cnbc.com

Why now

Thesis: Bond selloff complicates Fed's path

Catalyst to watch: Fed guidance and auction demand

Main risk: Disorderly bond market selloff

Why it matters

Surging yields constrain Fed policy options and raise government borrowing costs.

Related assets & topics

Federal ReserveTreasury Bonds20Y+ Treasury ETF · TLT

Sources

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