The Kobeissi Letter(@KobeissiLetter):Unbelievable. 3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years. The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days. Even more remarkable is that the average American has no idea this is happening. Yet. The bond market is imploding in front of our eyes.

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The Kobeissi Letter@KobeissiLetter

2026.09.24 22:34

Unbelievable. 3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years. The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days. Even more remarkable is that the average American has no idea this is happening. Yet. The bond market is imploding in front of our eyes.

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