The Fed decides this week. But the debate isn't just about the rate — it's about whether the data driving the decision is even reliable. Are economists calling for a hike on flawed data? Are policymakers more rattled by bond yields than they're letting on? And if this hike lands, does it become a cycle? Sam Cutler @search4yield3 and Michael Green @profplum99 of T1A Capital join LiveSquawk Market Talk to work through it all — plus the BoE, BoJ, and what the midterms mean for markets. Episode dropping soon. Subscribe before it lands. 🎧 YouTube: 🎧 Spotify: #Fed# #FOMC# #BondMarkets# #Macro# #LiveSquawk#

Eurozone inflation. A hawkish BoC hold. RBNZ hiking with more to come. Bond yields at multi-year highs. And the yen still hasn't found a floor. Next week: US CPI, the ECB September decision, China inflation, UK GDP, and NFP thrown in for good measure. Ryan Littlestone of @tradinganalytix and @MrMBrown join LiveSquawk Market Talk to make sense of it all. Episode dropping today. Follow so you don't miss it. 🎧 YouTube: 🎧 Spotify: #Macro# #ECB# #NFP# #BondMarkets# #LiveSquawk#

Bond markets are now open. Yields are down nicely...but maybe because semis are down badly overnight. $SMH is down another 2%. KOSPI, which is basically two South Korean companies in the memory trade, just got a limit down halt. It's almost as if the credit market is saying that the AI trade needs to go lower for people to buy bonds to get yields to come down.

Bond markets are facing structural headwinds, with rising supply, weaker structural demand and persistent inflation as key drags. These dynamics are reshaping the relative outlook across asset classes for Q3, with our analysts remaining overweight equities over fixed income.

As bond markets push up the price of French debt while students and teachers push the state to invest in education, Paris is in a vice. UK politicians should take a French lesson. Get the Readout with @allegrastratton