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 are "crashing." The fed may raise 25 bps. Oil is rising. Inflation is out of control. Wait out the Midterm seasonals These are a distraction for investors while the facts are that global earnings and revisions grow, the economy is strong, valuations are going down, inflation expectations, bond vol and spreads are anchored lower and the center of the AI universe NVDA is about to make all time highs. The investment story for the next year is the merge of AI + crypto. As agents become economic actors, they’ll need more compute, wallets for payments, stablecoins, tokenization and 24/7 markets. Agents don't get scared by X posts about "scary" bond charts. They only care about reaching their goals which is about making money. That is the real story for the next year. Don’t get caught staring at endgame bear porn while the new financial system is being built. If you believe crypto is a scam and have never spent time on learning how it is for agents and not humans, you are already behind. Catching up will be difficult. Do your homework on crypto now. Start with this weekend's video. New video: The Bond Market “Crash” Is a Trap — AI Agents Are About to Ignite Crypto

BOND-MARKET ANXIETY REMAINED A MAJOR HEADWIND, WITH THE 10-YEAR TREASURY YIELD AROUND 4.70%, NEAR ITS HIGHEST SINCE EARLY 2025, AS RISING GOVERNMENT DEBT, HEAVY TREASURY ISSUANCE AND MASSIVE AI-RELATED BORROWING KEPT PRESSURE ON LONG-TERM YIELDS.