The Kobeissi Letter(@KobeissiLetter):Absolutely incredible. The US 10Y Note Yield is now up +70 basis points this month. We are now above 5.15% for the first time since June 2007. The bond market is trading like the Fed is hiking rates by 50 basis points at a time. Q4 is going to be interesting to say the least.

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The Kobeissi Letter@KobeissiLetter

2026.09.24 16:49

Absolutely incredible. The US 10Y Note Yield is now up +70 basis points this month. We are now above 5.15% for the first time since June 2007. The bond market is trading like the Fed is hiking rates by 50 basis points at a time. Q4 is going to be interesting to say the least.