50ptMAE(@50ptMAE):Rates have decoupled from inflation expectations, and to a large degree oil as well. The selloff is mainly driven by rising growth and my guess quite a bit of forced deleveraging and everybody tried to buy 10y notes at the 5% level and got stopped out

50ptMAE

@50ptMAE

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50ptMAE@50ptMAE

2026.10.01 21:01

Rates have decoupled from inflation expectations, and to a large degree oil as well. The selloff is mainly driven by rising growth and my guess quite a bit of forced deleveraging and everybody tried to buy 10y notes at the 5% level and got stopped out