Benjamin Cowen(@benjamincowen):The 10Y yield is now at around 5.3% Yields have gone up rapidly since the market became concerned that the Fed was no longer taking inflation seriously. Well the bond market has revolted, and until the Fed gets a proper handle on inflation, this will likely continue.

Benjamin Cowen

@benjamincowen

Founder & CEO, ITC | Macro, commodities & digital assets | Liquidity, labor & risk cycles | PhD Engineering | Former NASA, Sandia National Labs

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Benjamin Cowen@benjamincowen

2026.10.01 02:28

The 10Y yield is now at around 5.3% Yields have gone up rapidly since the market became concerned that the Fed was no longer taking inflation seriously. Well the bond market has revolted, and until the Fed gets a proper handle on inflation, this will likely continue.