amit(@amitisinvesting):10yr back to 5% even with oil down ugly CPI miss but two fed presidents coming out and saying we don't need 25bps, we need 50bps in december... bond market basically saying "okay cool...raise your rates but we aren't buying bonds then because you guys are letting us know how bad you think inflation actually is" we were making progress and had the 10yr at the lowest level since September yesterday, all of that erased on new rate hike expectations obviously hurting stocks as the market tries to fight the fed here

2026.11.10 16:52

10yr back to 5% even with oil down ugly CPI miss but two fed presidents coming out and saying we don't need 25bps, we need 50bps in december... bond market basically saying "okay cool...raise your rates but we aren't buying bonds then because you guys are letting us know how bad you think inflation actually is" we were making progress and had the 10yr at the lowest level since September yesterday, all of that erased on new rate hike expectations obviously hurting stocks as the market tries to fight the fed here