THE WIRE · № 63589
If you're still not convinced, just look at the bond market. The 30Y Note Yield is now up to its highest since 2002 amid record deficit spending and inflation. Once again, own assets or be left behind. Follow us @KobeissiLetter for real time analysis as this develops. https://
01 THE MACHINE READ
WHY IT MATTERS.
30Y yields at highest since 2002 reflect deficit and inflation pressure, weighing on long-duration bonds and rate-sensitive assets.
30Y yields at multi-decade highs pressure bondholders
Inflation data and Treasury auctions
Promotional framing may exaggerate the move
FULL DISPATCH
If you're still not convinced, just look at the bond market. The 30Y Note Yield is now up to its highest since 2002 amid record deficit spending and inflation. Once again, own assets or be left behind. Follow us @KobeissiLetter for real time analysis as this develops. https://t.co/j36g4rFxBW
02 THE STORY SO FAR
THE RECORD, IN ORDER.
STANDALONE ITEM — NOT YET FOLDED INTO A DEVELOPING STORY.
03 WHO'S INVOLVED
ENTITIES ON FILE.
04 RECEIPTS
THE SOURCE RECORD.
1 SOURCES CONFIRMED05 PROPAGATION
WHAT THIS TOUCHES.
The surge we are seeing in borrowing costs right now is not a coincidence. Even as the US Treasury has attempted to intervene, yields just keep on rising. Amid record deficit spending and 60-straight months of 2%+ inflation, the bond market can no longer ignore reality. Asset2026-10-03 17:02 UTC
"Don’t own bonds and be cautious with stocks," per FT2026-10-03 21:01 UTC
BREAKING: US and China combined M2 money supply surged +$7.9 trillion YoY in August, to a record $76.4 trillion. This figure has more than doubled over the last 10 years. This comes as China’s M2 soared to $53.1 trillion, while US M2 jumped to $23.3 trillion, both at all-time h2026-10-03 21:24 UTC
Retail investors are rushing into Treasury ETFs: Retail investors bought +$61 million of the 20+ Year Treasury Bond ETF, $TLT, on Wednesday, their largest daily purchase in at least 12 months. This follows +$59 million on Tuesday and +$50 million on Monday, bringing the 3-day t2026-10-03 23:17 UTC
"A Tail Of Two Cities”: Hartnett Says "Start Adding Some Bonds" https://t.co/axBaxCf6tu2026-10-03 23:50 UTC
Warsh Stays Silent as Fed Officials’ Caution, Soft Inflation Data Cut Odds of an October Rate Hike - bloomingbit2026-10-04 00:53 UTC
KEEP READING THE MACHINE
Summaries are generated and may contain errors — every claim links its sources.