大漂亮| C Labs|Sep 30, 2026 07:13
East Coast Morning Briefing for September 29①
U.S. bonds are blowing up again!
10-year yield at 5.29%, the highest since 2007.
30-year yield at 5.62%, the highest since 2002.
Up for 6 straight days—who’s selling?
Oil prices, yen carry trade unwinding, and the U.S. issuing too much debt.
Bianco is bullish for the first time in six years, but some still don’t dare to jump in.
Tonight’s PCE incoming
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