FINNENCE ▪ THE WIRE FILE
THE WIRE · № 64288
News▼ Bearish
"In the 2013 Taper Tantrum, the 10Y rose ~137 bps from peak to trough which is almost identical to the current episode where the 10Y has risen ~133 bps from its February 2026 low of 3.95% to its September 2026 high of 5.29%... The move in US rates is having a clear knock-on effec
KINDNews
DIRECTION▼ Bearish
SOURCES2
ENTITIES2
STORY SIZE2 RECORDS
FIRST SEEN2026-10-05 01:11 UTC
LAST UPDATE2026-10-05 01:14 UTC
STATEactive
01 THE MACHINE READ
WHY IT MATTERS.
A 133bp rise in the 10Y echoing 2013's taper tantrum tightens global financial conditions via rate spillovers.
Rate shock is the dominant macro risk right now
CATALYST TO WATCH
Inflation prints and Fed communication
MAIN RISK
Yields could spike further if inflation persists
FULL DISPATCH
"In the 2013 Taper Tantrum, the 10Y rose ~137 bps from peak to trough which is almost identical to the current episode where the 10Y has risen ~133 bps from its February 2026 low of 3.95% to its September 2026 high of 5.29%... The move in US rates is having a clear knock-on effect across the globe." - Goldman
02 THE STORY SO FAR
THE RECORD, IN ORDER.
UPDATED 2 TIMES · FIRST 2026-10-05 01:11 UTC · LAST 2026-10-05 01:14 UTC2026-10-05 01:11 UTCNews"In the 2013 Taper Tantrum, the 10Y rose ~137 bps from peak to trough which is almost identical to the current episode where the 10Y has risen ~133 bps from its February 2026 low of 3.95% to its September 2026 high of 5.29%... The move in US rates is having a clear knock-on effecCURRENT RECORD
2026-10-05 01:14 UTCNewsBritish Pound softens as US Dollar gains despite easing Fed rate hike odds - FXStreet
03 WHO'S INVOLVED
ENTITIES ON FILE.
AFFECTEDFederal Reserve
AFFECTEDTreasury Bonds
04 RECEIPTS
THE SOURCE RECORD.
1 SOURCES CONFIRMED05 PROPAGATION
WHAT THIS TOUCHES.
→CORRELATIONshares Federal Reserve
Gold Rises as Softer-Than-Expected Inflation Data Tempers Rate-Hike Bets https://t.co/CLcXGmwcKF2026-10-05 01:52 UTC
Gold Rises as Softer-Than-Expected Inflation Data Tempers Rate-Hike Bets https://t.co/CLcXGmwcKF2026-10-05 01:52 UTC
→CORRELATIONshares Treasury Bonds, Federal Reserve
Federal net interest expense reached 18.5% of revenue in 2025, surpassing the previous record of 18.4% set in 1991. Read more: https://t.co/BEqXpfCFo02026-10-05 02:31 UTC
Federal net interest expense reached 18.5% of revenue in 2025, surpassing the previous record of 18.4% set in 1991. Read more: https://t.co/BEqXpfCFo02026-10-05 02:31 UTC
→CORRELATIONshares Federal Reserve
XRP Reclaims $1.50 Price Level As Odds For Fed Rate Hike Eases2026-10-04 12:22 UTC
XRP Reclaims $1.50 Price Level As Odds For Fed Rate Hike Eases2026-10-04 12:22 UTC
→CORRELATIONshares Federal Reserve
Gold Price Sees Cautious Gains – Analysis – 05-10-20262026-10-05 01:23 UTC
Gold Price Sees Cautious Gains – Analysis – 05-10-20262026-10-05 01:23 UTC
→CORRELATIONshares Treasury Bonds, Federal Reserve
Treasury Yields Ease as Fed Hike Bets Recede2026-10-05 02:30 UTC
Treasury Yields Ease as Fed Hike Bets Recede2026-10-05 02:30 UTC
→CORRELATIONshares Federal Reserve
Commodity Corner: Oil prices slip on rising supply; gold gains on softer Fed rate-hike bets2026-10-05 02:47 UTC
Commodity Corner: Oil prices slip on rising supply; gold gains on softer Fed rate-hike bets2026-10-05 02:47 UTC
KEEP READING THE MACHINE
Summaries are generated and may contain errors — every claim links its sources.